12-Hour Program

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Overview

Why you should attend

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, which was enacted on December 17, 2010, completely changed the landscape regarding federal estate taxes, gift taxes and generation-skipping transfer taxes. Learn how these tax law changes affect the planning and administration of your clients’ estates. Prestigious experts at the forefront of their fields will explore these tax law changes and discuss how you can use this information to your clients’ maximum advantage.

What you will learn

Many New Topics!
  • Drafting estate planning documents to comply with and take advantage of the 2010 Tax Act
  • Generation-skipping transfer tax planning under the 2010 Tax Act
  • Marital deduction planning under the 2010 Tax Act
  • Post-death elections and planning under the 2010 Tax Act
  • A review of the transfer tax changes in the 2010 Tax Act
  • Potential tax traps and creative distribution strategies for trustees and their advisors
  • Estate planning and administration in the Internet age
  • Update on elder law, especially Medicare and Medicaid
  • Asset protection
  • Charitable and personal planning
  • An update on recent developments in all other areas of estate, trust and transfer tax planning
  • Sophisticated planning techniques in a low interest rate environment
  • Estate and tax planning for domestic partners
  • Ethical concerns in estate planning

Who should attend

Attorneys and allied professionals specializing in estate planning, insurance and tax; and accountants, financial planners, trust officers, non-profit development professionals and anyone whose practice requires a solid understanding of estate planning.

Credit Details