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OnDemand

Planning Ideas Worth Stealing


Trusts & Estates Section
Credit(s): 2 Legal Specialization in Estate Planning; Trust & Probate Law
2 Participatory MCLE Credits
Course Number: TE_06-06-24
Original Program Date: June 6, 2024
Duration: 2 hours
Access: Available for 3 months after Registration
Passport: This product is Passport Eligible 
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    Category: Trusts & Estates, Closed Captioned Courses
    Category: Trusts & Estates, Closed Captioned Courses (show less)
    In light of recent developments, some estate planning strategies have become especially popular. This presentation explains and evaluates several “hot” planning ideas, including spousal lifetime access trusts, charitable remainder trusts as beneficiaries of retirement accounts, ultra-long-term GRATs, and strategies to avoid the cap on the deduction for state and local taxes.
     
    Attendees will be able to: (1) explain trending tax and estate planning strategies to their clients; (2) recommend trending tax and estate planning strategies to clients based on their unique situations, and (3) determine which trending tax and estate planning strategies offer the best opportunities for their clients.
    2 Legal Specialization in Estate Planning; Trust & Probate Law  

    2 Participatory MCLE Credits

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    Non-Member Price
    $130.00
       
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    $90.00
    We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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