Top Ten Estate Planning Techniques After the 2017 Tax Act (OnDemand)
Originally held on Monday, November 4, 2019 | 6:00 p.m. - 9:00 p.m.
Program Fee:
OnDemand: $149 for Members | $249 for Nonmembers
Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted
for the first time in any state or country 2017-2019),
In-House/Corporate Counsel, Judges, or attorneys that practice within
the Government, Academic or Not-for-Profit sectors attend this program
for free.
CLE Credit:
New York: 3.0 Professional Practice
New Jersey: 3.0 General
California: 2.5 General
Pennsylvania: 2.5 General
This program provides transitional/non-transitional credit to all attorneys
Description:
When attorneys meet with clients to discuss estate planning, there is an
assortment of ideas that are considered, discussed, and presented to
clients. This program covers the ten estate planning techniques that the
speakers most frequently consider. The goal of the program is to
discuss how each technique works, including some of the more pressing
(or troublesome) technical considerations, who it works for, as well as
the salient planning considerations.
Some of the techniques covered include:
- Lifetime Gifts
- Portability and Income Tax Planning
- Life Insurance Trusts
- Dynasty Trusts
- Sale to an Intentionally Defective Irrevocable Trust (IDIT)
- Family Limited Partnerships
- Grantor Retained Annuity Trusts
- Qualified Personal Residence Trusts
- Charitable Trusts
- Other Charitable Planning
Click Here to View Program Agenda & Faculty
Program Co-Chairs:
Evelyn M. Capassakis, Principal, Personal Financial Services, PricewaterhouseCoopers
Kevin Matz, Stroock & Stroock & Lavan LLP
Sponsoring Association Committee:
Estate & Gift Taxation, David Stutzman, Chair