CLE on Planning Techniques for Large Estates 2018
The American Law Institute is holding a conference entitled, Planning Techniques for Large Estates 2018, which will take place Wednesday – Friday, April 25 – 27, 2018 via video webcast and a live seminar at the Sheraton Austin Hotel at the Capitol in Austin, TX. Provided below is a description of the event:
Why You Should Attend
Advising high-net worth clients always requires weighing a special set of estate planning options, but this year demands an additional understanding of the impact of the recent tax reform. While continuing to develop the best strategies for complex trusts, gift and generation-skipping transfer taxes, and life insurance planning, estate planners in 2018 will also need to review clients’ existing plans and potentially revise related documents to reflect the latest estate and gift tax exclusions and generation-skipping transfer tax exemption.
Be prepared to answer your clients’ tough questions and tackle the new reality of estate planning.
What You Will Learn
Attend this highly-rated course to keep current on the effects of tax reform on estate planning, hear practical updates on other recent and significant developments, and get expert guidance on the latest planning techniques designed to preserve wealth for future generations.
This year’s estate planning and strategic wealth transfer topics include:
Using Intentionally Defective Irrevocable Trusts (IDITs) to advantage of a disparity between the income and estate tax treatments
Creating Grantor Retained Annuity Trusts (GRATs) that minimize the tax liability
Using marital planning and portability effectively to inherit any unused federal estate tax exemption
Directed trusts as a way advise trustee on a discrete aspect of the administration
Generation Skipping Transfer Tax (GSTT) and why it needs to be considered in a well-designed estate plan
Asset protection and tax planning with grantor trusts
Important issues to address when planning with life insurance
How to add value with strategic charitable planning that reflects philanthropic values and minimizes estate taxes
Ethics issues that arise when lawyers work with advisors
How to choose and use an entity for lower estate taxation
Register today! Join us in Austin for constructive, and sometimes rousing, discussions about the direction of estate planning practice, along with ample opportunities to network with other sophisticated professionals from around the country.
Who Should Attend
This program is designed for advanced trust and estate practitioners, as well as other experienced professionals who advise and handle large and complex estates.
Study Material
Going green in 2018! Course materials will be available in electronic format for download the week before and during the course. Print materials will not be distributed. All registrants are advised to bring laptops or tablets to the course to view the course materials, including updates.