CLE on Step-Up Basis in Estate Planning
The National Business Institute is holding a teleconference entitled, Step-Up Basis in Estate Planning, on Tuesday, October 23, 2018, at 1:00 pm. – 2:30 p.m. Central. Provided below is a description of the event:
Program Description
Minimize Your Clients’ Tax Burdens with the Latest Techniques and Approaches
Recent tax law and regulatory efforts have changed the way tax basis is used in estate planning. Old techniques can now do more harm than good. This focused legal course will give you the latest information and tools you’ll need to give your clients prudent estate planning advice. Register today!
- Clarify step-up basis rules and resulting planning techniques.
- Find out how to maximize the step-up basis during and after the life of the grantor.
- Learn how to make the best use of the second step-up.
Who Should Attend
This estate planning course is designed for attorneys. It will also benefit accountants and CPAs, tax planners, estate and financial planners, trust officers, and paralegals.
Course Content
- TCJA, Federal Tax Rates and Exemptions, Portability, and Step-Up Basis Rules Update
- Drafting to Maximize Basis Step-Up: Powers of Appointment, Elections and Other Effective Tools
- Modifying Existing Estate Plan Documents to Take Advantage of the Tax Basis Rules
- Taking Advantage of the Second Step-Up in Estates Under Federal Estate Tax Exemption
- Making Certain Tax Reporting is Impeccable
Continuing Education Credit
Continuing Legal Education
Credit Hrs State
CLE 1.50 – AK
CLE 1.50 – AL
CLE 1.50 – AR
CLE 1.50 – AZ
CLE 1.50 – CA
CLE 2.00 – CO
CLE 1.50 – CT
CLE 1.50 – DE
CLE 2.00 – FL*
CLE 1.50 – GA
CLE 1.50 – HI
CLE 1.50 – IA
CLE 1.50 – ID
CLE 1.50 – IL
CLE 1.50 – IN
CLE 1.50 – KS
CLE 1.50 – KY
CLE 1.50 – LA*
CLE 1.50 – ME
CLE 1.50 – MN
CLE 1.80 – MO
CLE 1.50 – MP
CLE 1.50 – MS
CLE 1.50 – MT
CLE 1.50 – NC*
CLE 1.50 – ND
CLE 1.50 – NE
CLE 1.50 – NH
CLE 1.80 – NJ
CLE 1.50 – NM
CLE 1.50 – NV
CLE 1.50 – NY*
CLE 1.50 – OH
CLE 2.00 – OK
CLE 1.50 – OR
CLE 1.50 – PA
CLE 1.50 – RI
CLE 1.50 – SC
CLE 1.50 – TN
CLE 1.50 – TX*
CLE 1.50 – UT
CLE 1.50 – VA
CLE 1.50 – VT
CLE 1.50 – WA
CLE 1.50 – WI
CLE 1.80 – WV
CLE 1.50 – WY
Continuing Professional Education for Accountants
Credit Hrs State
CPE for Accountants 1.50 – AZ
CPE for Accountants 1.50 – NY*
CPE for Accountants 1.50 – WA
CPE for Accountants 1.00 – WI
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 1.50 *
* denotes specialty credits