12-Hour Program

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Overview

Why you should attend

If you handle estate planning, life insurance or transfer tax planning . . . be sure to add this program to your calendar!

Significant developments regarding state transfer tax laws are occurring right now. However, notwithstanding the changes to the federal transfer tax system that were made by the American Taxpayer Relief Act of 2012, many valuable estate planning techniques are still viable under the current tax laws.

Add to this the fact that President Obama’s budget for the government’s fiscal year ending September 30, 2015 contains additional major proposals for federal transfer tax and income tax changes . . . and in a word, it’s complicated.

The program will:

  • Review the latest estate planning techniques, federal tax law changes, and state tax law developments
  • Explain their potential impact on estate, trust and transfer tax and income tax planning
  • Clarify how you can use this information to your clients’ maximum advantage, and
  • Evaluate the effects of other recent developments regarding estate, trust and transfer tax and income tax planning.

What you will learn

Your clients rely on you for solid, reliable, accurate estate planning advice - and you want to maintain that trust.

So if you specialize in estate planning, life insurance and transfer tax planning, you’ll want to attend this annual seminar for the latest legal, financial and tax intelligence on a wide range of estate issues, including:

  • Fiduciary income taxation - new
  • Valuation from an appraiser’s point of view: art, science, or both? - new
  • Planning for children, grandchildren and beyond: HEET and education - new
  • Estate planning for domestic partners, same-sex spouses and non-traditional families, especially in the aftermath of United States v. Windsor - newly updated
  • The latest developments in all areas of estate, trust and transfer tax planning
  • Transfer tax planning for pre- and post-nuptial agreements
  • Planning for post-death decisions
  • Elder law planning for single individuals and married couples, including the impact of the Affordable Care Act (“Obamacare”)
  • Sophisticated planning techniques and instruction on drafting estate planning documents to comply with and take advantage of current transfer tax laws
  • Income and estate tax planning with retirement benefits, and
  • Ethical concerns in charitable gift planning.

Who should attend

Attorneys and other professionals who specialize in estate planning and life insurance and transfer tax planning, including accountants, financial planners, trust officers and everyone whose practice requires a solid understanding of estate planning.

Credit Details