The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of2010, which was enacted on December 17, 2010, completely changed the landscape regarding federal estate taxes, gift taxes and generation- skipping transfer taxes, but these tax law changes are scheduled to expire on December 31, 2012. In addition, President's Obama's budget for the government's fiscal year ending September 30, 2013 contains major proposals for transfer tax and income tax changes. The program will explore the possible transfer tax and income tax changes that may occur in 2013 and how you can use this information to your clients' maximum advantage.
Lecture Topics [Total time 12:11:29]
Segments with an asterisk (*) are available only with the purchase of the entire program.
- Recent Developments in Estate Planning and Federal Taxation [01:11:53]
Sanford J. Schlesinger
- Charitable Planning and Tax Strategies [00:59:27]
Conrad Teitell
- Update on Elder Law, Especially Medicare and Medicaid [00:59:45]
Bernard A. Krooks
- Estate Planning With Life Insurance [01:01:31]
Richard Miller
- Prudent Investing for the Fiduciary in the 21st Century [00:57:50]
Susan R. Schoenfeld
- Ethical Perils for Individual Trustees: What Every Trustee and Advisor Should Know About Defusing Ethical Conflicts and Reducing Litigation Exposure [00:58:51]
Sharon L. Klein
- Online Life After Death [00:59:00]
Donald A. Hamburg
- Sophisticated Planning Techniques in a Long Term Low Interest-Rate Environment [00:59:14]
Blanche Lark Christerson
- Planning for Post-Death Decisions [01:02:27]
Martin M. Shenkman
- Estate and Tax Planning for Same Sex Couples and Multiple Marriages [01:01:52]
Erica Bell, Judith L. Poller
- Marital Deduction Planning in the Age of Portability [00:58:18]
Carole M. Bass
- Estate Planning for Collectibles [01:01:21]
Ralph E. Lerner
The purchase price of this Web Program includes the following articles from the Course Handbook available online:
- Estate Planning Update
Sanford J. Schlesinger
- Charitable Planning Tax Strategies
Conrad Teitell
- Elder Law Update
Bernard A. Krooks
- Estate Planning with Life Insurance
Richard Miller
- Prudent Investing for the Fiduciary in the 21st Century
Susan R. Schoenfeld
- Ethical Perils for Individual Trustees: What Every Trustee and Advisor Should Know About Defusing Ethical Conflicts and Reducing Litigation Exposure
Sharon L. Klein
- Online Life After Death
Donald A. Hamburg
- Planning in a Long-Term Low-Interest Rate Environment
Blanche Lark Christerson
- Post-Death Elections and Choices
Martin M. Shenkman
- Estate Planning for Domestic Partners, Same-Sex Spouses and Non-Traditional Families
Erica Bell
- Planning Considerations for Same Sex Couples
Judith L. Poller
- Marital Deduction Planning in the Age of Portability
Carole M. Bass
- What Should I Do with My Art?
Ralph E. Lerner
- Elder Law Update (PowerPoint Slides)
Bernard A. Krooks
Presentation Material
- Update on Elder Law, Especially Medicare and Medicaid
Bernard A. Krooks
- Planning for Post-Death Decisions
Martin M. Shenkman
- Estate Planning for Collectibles
PLI makes every effort to accredit its On-Demand Web Programs and Segments. Please check the CLE Calculator above for CLE information specific to your state.
On-Demand Web Programs and Segments are approved in:
Alabama1, Alaska, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho*, Illinois , Iowa2*, Kansas, Kentucky*, Louisiana, Maine*, Mississippi, Missouri3, Montana, Nebraska, Nevada, New Hampshire4, New Jersey, New Mexico5, New York6, North Carolina7, North Dakota, Ohio8, Oklahoma9, Oregon*, Pennsylvania10, Rhode Island11, South Carolina, Tennessee12, Texas, Utah, Vermont, Virginia13, Washington, West Virginia, Wisconsin14 and Wyoming*.
Iowa, Mississippi, Oklahoma, and Wisconsin DO NOT approve Audio Only On-Demand Web Programs.
Minnesota approves live webcasts ONLY
Please Note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. PLI programs may qualify for credit based on the requirements outlined in the MCLE Regulations and Ariz. R. Sup. Ct. Rule 45.
*PLI will apply for credit upon request. Louisiana and New Hampshire: PLI will apply for credit upon request for audio-only on-demand web programs.
1Alabama: Approval of all web based programs is limited to a maximum of 6.0 credits.
2Iowa: The approval is for one year from recorded date. Does not approve of Audio-only On-Demand Webcasts.
3Missouri: On-demand web programs are restricted to six hours of self-study credit per year. Self-study may not be used to satisfy the ethics requirements. Self-study can not be used for carryover credit.
4New Hamphsire: The approval is for three years from recorded date.
5New Mexico: On-Demand web programs are restricted to 4.0 self-study credits per year.
6New York: Newly admitted attorneys may not take non-traditional course formats such as on-demand Web Programs or live Webcasts for CLE credit. Newly admitted attorneys not practicing law in the United States, however, may earn 12 transitional credits in non-traditional formats.
7North Carolina: A maximum of 4 credits per reporting period may be earned by participating in on-demand web programs.
8Ohio: To confirm that the web program has been approved, please refer to the list of Ohio’s Approved Self Study Activities at http://www.sconet.state.oh.us. Online programs are considered self-study. Ohio attorneys have a 6 credit self-study limit per compliance period. The Ohio CLE Board states that attorneys must have a 100% success rate in clicking on timestamps to receive ANY CLE credit for an online program.
9Oklahoma: Up to 6 credits may be earned each year through computer-based or technology-based legal education programs.
10Pennsylvania: PA attorneys may only receive a maximum of four (4) hours of distance learning credit per compliance period. All distance learning programs must be a minimum of 1 full hour.
11Rhode Island: Audio Only On-Demand Web Programs are not approved for credit. On-Demand Web Programs must have an audio and video component.
12Tennessee: The approval is for the calendar year in which the live program was presented.
13Virginia: All distance learning courses are to be done in an educational setting, free from distractions.
14Wisconsin: Ethics credit is not allowed. The ethics portion of the program will be approved for general credit. There is a 10 credit limit for on-demand web programs during every 2-year reporting period. Does not approve of Audio-only On-Demand Webcasts.
Running time and CLE credit hours are not necessarily the same. Please be aware that many states do not permit credit for luncheon and keynote speakers.
If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.
Note that some states limit the number of credit hours attorneys may claim for online CLE activities, and state rules vary with regard to whether online CLE activities qualify for participatory or self-study credits. For more information, call Customer Service (800) 260-4PLI (4754) or e-mail info@pli.edu.