CLE on Estate Planning: Taking Advantage of TCJA Tax Rules Before They Sunset

Adapt Your Planning Techniques to the New Rules on Trusts and Estates

This legal update will give you practical insights on how the new tax law has and will affect your go-to estate planning tools and what you can do to help clients make the best use of the most advantageous aspects of the law. Clarify what the TCJA provisions mean for your clients and adapt your planning approaches to best fit the new regulatory environment. Register today!

• Get practical tips for addressing the “sunsetting” aspect of the TCJA provisions.
• Help clients take full advantage of the temporary transfer opportunities.
• Learn what trust tools are no longer a prudent or beneficial option.

This legal briefing is designed for attorneys. It will also benefit accountants, tax professionals, trust officers, estate planners, and paralegals.

• Key Provisions of the TCJA Pertinent to Estate Planning
• Tax Deductions and Increased Exemption to Take Advantage of
• “Use It or Lose It”: Sunset Provisions and the Likelihood of Their Renewal
• Advising Clients on the Top Transfer Opportunities
• New and Obsolete Uses of Trusts
• Planning for Income Tax Basis Changes
• The Effect of Changes on the Asset Disposition Under Formula Provisions in Existing Plans

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