On-Demand   On-Demand Web Programs

48th Annual Estate Planning Institute

Released on: Sep. 14, 2017
Running Time: 12:22:40

Significant federal transfer tax and related income tax developments may occur during the first eight months of the Trump Administration, including the possible repeal of the federal estate tax.  The program will review any such transfer tax developments, and discuss how they may impact estate, trust and income tax planning, and how they may impact the administration of decedents’ estates.  Moreover, the program will review other recent developments regarding estate, trust and transfer tax and income tax planning.   

You will learn:

  • Ethical considerations for attorneys acting as fiduciaries or beneficiaries
  • Income tax basis planning with GRATs and QPRTs
  • Less sophisticated, but important planning techniques
  • Trust selection, the tax rules, and drafting techniques
  • Asset protection planning
  • Fiduciary income tax
  • The Uniform Law dealing with digital assets
  • . . . and much more!

Special Feature(s)

  • Earn one hour of Ethics credit

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

Lecture Topics [Total time: 12:22:40]

Segments with an asterisk (*) are available only with the purchase of the entire program.

  • Opening Remarks and Introduction* [00:02:23]
    Sanford J. Schlesinger
  • Recent Developments in Estate Planning and Transfer Taxation [01:05:54]
    Sanford J. Schlesinger
  • Recently Issued IRS Guidance and the IRS Priority Guidance Plan Affecting Gifts, Estates and Trusts [01:02:18]
    Catherine V. Hughes
  • Sophisticated (and less Sophisticated!) Estate Planning Techniques [01:03:14]
    Blanche Lark Christerson
  • Estate Planning in Anticipation of the Death and Resurrection of the Estate Tax: The Design and Administration of GRATs and QPRTs [00:59:51]
    Louis Nostro, Jr.
  • Trusts and Estates: Asset Protection Planning [01:03:32]
    Gideon Rothschild
  • Estate Planning: Fiduciary Income Taxation and Grantor Trusts [00:59:50]
    Stephanie E. Heilborn
  • Latest State-Level Estate Planning Developments Across the U.S. [01:00:47]
    Sharon L. Klein
  • Estate Planning for Digital Assets [01:00:50]
    Jill Choate Beier
  • Estate Planning: Choosing Wisely Among Charitable Remainder Trusts [01:01:23]
    Conrad Teitell
  • Estate Planning for Post-Death Decisions [01:01:09]
    Andrew S. Auchincloss
  • Trusts and Estates: Elder Law and Special Needs Update [01:00:08]
    Bernard A. Krooks
  • Estate Planning: Ethical Considerations for Attorneys as Beneficiaries and/or Fiduciaries [01:01:22]
    Hon. John M. Czygier, Jr.

The purchase price of this Web Program includes the following articles from the Course Handbook available online:


  • COMPLETE COURSE HANBOOK
  • Sanford J. Schlesinger, Esq., and Martin R. Goodman, Esq., Estate Planning Update (May 2017) (Including Exhibits A-F)
    Sanford J. Schlesinger
  • Sanford J. Schlesinger, Esq., and Martin R. Goodman, Esq., Family Limited Partnerships and Other Valuation Issues (May 2017) (Including Exhibits A-C)
    Sanford J. Schlesinger
  • Department of the Treasury 2016–2017 Priority Guidance Plan (August 15, 2016) (Including Appendix: Regularly Scheduled Publications)
    Sanford J. Schlesinger
  • Department of the Treasury 2016–2017 Priority Guidance Plan, First Quarter Update (October 31, 2016)
    Sanford J. Schlesinger
  • Sanford J. Schlesinger, Esq., and Martin R. Goodman, Esq., Internal Revenue Service 2016–2017 Priority Guidance Plan and Certain Other Projects
    Sanford J. Schlesinger
  • Sophisticated (and Less Sophisticated!) Planning Techniques (Including Appendix: GRATs and Sales—Compared and Contrasted)
    Blanche Lark Christerson
  • Estate Planning in Anticipation of the Death and Resurrection of the Estate Tax: The Design and Administration of GRATs and QPRTs
    Louis Nostro
  • Estate Planning Through an Asset Protection Lens (2017)
    Gideon Rothschild
  • A Potpourri of Topics in the Income Taxation of Trusts: FAI, DNI, New York Throwback Tax, and Code Section 457A
    Stephanie E. Heilborn
  • Latest State-Level Developments Across the U.S. (Including Attachments A-D)
  • Estate Planning for Digital Assets (June 9, 2017) (Including Exhibit A)
    Jill Choate Beier
  • Choosing Wisely Among Charitable Remainder Trusts (March 8, 2017)
    Conrad Teitell
  • Planning for Post-Death Decisions
    Andrew Auchincloss
  • Elder Law and Special Needs Update
    Bernard A. Krooks
  • Elder Law and Special Needs Update (July 12, 2017) (PowerPoint slides)
    Bernard A. Krooks
  • Attorneys as Beneficiaries and/or Fiduciaries
    John M. Czygier, Jr.

Presentation Material


  • Asset Protection: Selected Issues and Planning Techniques
    Gideon Rothschild
  • Estate Planning for Digital Assets
    Jill Choate Beier
  • Elder Law and Special Needs Update
    Bernard A. Krooks
Chairperson(s)
Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
Speaker(s)
Andrew S. Auchincloss ~ Schlesinger Gannon & Lazetera LLP
Jill Choate Beier ~ Beier & Associates, PLLC
Blanche Lark Christerson ~ Managing Director, Deutsche Bank Wealth Management
Hon. John M. Czygier, Jr. ~ Judge of the Surrogate's Court, Suffolk County Surrogate's Court
Stephanie E. Heilborn ~ Proskauer Rose LLP
Catherine V. Hughes ~ Estate and Gift Tax Attorney Advisor, Office of Tax Policy, U.S. Department of the Treasury
Sharon L. Klein ~ President, Tri State Region, Wilmington Trust, N.A.
Bernard A. Krooks ~ Littman Krooks LLP
Louis Nostro, Jr. ~ Nostro Jones, P.A.
Gideon Rothschild ~ Moses & Singer LLP
Conrad Teitell ~ Cummings & Lockwood LLC
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


U.S. MCLE States

Alabama:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s on-demand web programs qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s on-demand web programs are not approved for Arkansas CLE credit.

California:  PLI’s on-demand web programs qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s on-demand web programs qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period, no more than 6 of which may be audio-only.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s on-demand web programs qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s on-demand web programs qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period.

Iowa:  PLI’s on-demand web programs qualify as “unmoderated” credit. Attorneys are limited to 6 credits of unmoderated programs per reporting period.

Kansas:  PLI’s on-demand web programs qualify as “prerecorded” credit. Attorneys are limited to 6 credits of prerecorded programs per reporting period.

Kentucky:  PLI’s on-demand web programs qualify as “non-live” credit. Attorneys are limited to 6 non-live credits per reporting period.

Louisiana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5.5 credits of self-study per reporting period.

Minnesota:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 15 on-demand credits per reporting period.

Mississippi:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

Montana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5 credits of self-study per reporting period.

Nebraska:  PLI’s on-demand web programs qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s on-demand web programs qualify as “self-study” credit. There is no limit to the number of credits an attorney can earn via self-study programs.

New Hampshire:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

New Jersey:  PLI’s on-demand web programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

North Carolina:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

North Dakota:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Ohio:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s on-demand web programs qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s on-demand web programs qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 3 on-demand credits per reporting period.

South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  PLI’s on-demand web programs qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

West Virginia:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 15 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand web programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s on-demand web programs may fulfill Australia’s CPD requirements. Credit limits for on-demand web programs vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as “QAS Self-Study” credit. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand web programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s on-demand web programs may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand web programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s on-demand web programs qualify as "self-paced" credit. SHRM professionals are limited to 30 credits of self-paced programs per recertification period.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

Certified Anti-Money Laundering Specialists Certification (CAMS):  PLI’s on-demand web programs are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s on-demand web programs are not approved for SW CPE credit.

American Bankers Association Professional Certification (ABA):  PLI’s on-demand web programs may fulfill ABA credit requirements.

 

Related Items

Live Programs  Live Programs

49th Annual Estate Planning Institute (New York, NY) Sep. 24 - 25, 2018

Handbook  Course Handbook Archive

49th Annual Estate Planning Institute  
48th Annual Estate Planning Institute Sanford J Schlesinger, Schlesinger Gannon & Lazetera LLP
 
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