There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
Planning Ideas Worth Stealing
Trusts & Estates Section
Credit(s):
2 Legal Specialization in Estate Planning; Trust & Probate Law
2 Participatory MCLE Credits
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
Customers Who Bought This Item Also Bought
(CLEtoGo (Podcasts)) 38th Annual Real Property Spring Conference: Common Interest Developments and Community Association 2019 Legislative and Case Law Update
(CLEtoGo (Podcasts)) 2019 IP Institute: Competence and Mindful Lawyering
(Self Study Articles) Promoting Inclusion and Diversity in the Intellectual Property Bar and Beyond
(CLEtoGo (Podcasts)) Ethical Concerns for Trust and Estate Practitioners
(CLEtoGo (Podcasts)) Mediation of Trust and Estate Disputes – Part I
(CLEtoGo (Podcasts)) Ethica Ex Machina: AI Ethics for T&E Attorneys and their Clients
(CLEtoGo (Podcasts)) Property Taxes: Just When You Think You’ve Planned for Everything
(CLEtoGo (Podcasts)) Microsoft Word: Tips and Tricks for Attorneys; 2024 Solo and Small Firm Summit
(CLEtoGo (Podcasts)) The Competent Lawyer: Navigating the Eight (8) Dimensions of Wellness
(CLEtoGo (Podcasts)) Feel Like an Imposter? Understand and Overcome the Fear That You’re “Not Enough”
(CLEtoGo (Podcasts)) Avoiding Legal Malpractice and Ethical Violations for Trust and Estate Attorneys
(CLEtoGo (Podcasts)) Implicit Bias and Disability; 2023 Litigation and Appellate Summit
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.
Adding Registration, Please wait...
