12-Hour Program

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PLI’s Annual Estate Planning Institute is a staple for those advising high-net worth individuals and partnerships on trusts and estate preparation.  Now in its 53rd year, this master class is more important than ever. After all, even seasoned advisors were challenged by the uncertainty imposed by the pandemic on otherwise solid trusts and estates arrangements. Yet while the specifics of clients’ short- and long-term objectives might have changed over the last two years, long-standing goals of preserving assets and minimizing tax burdens remain unabated. 

This two-day program is essential training for sophisticated estate planning.  The faculty will parse through complex tax codes and explain recent legislation as a framework for instruction on how to effectuate clients’ wealth building strategies while planning for fundamental life changes. 

What You Will Learn

  • Learn which changes under the 2017 Tax Act are set to expire in 2025
  • Review the potential impact of reverting to pre-2017 Tax Act estate tax exemptions
  • Plan for the discrepancies between federal and state tax regimes
  • Estate and tax planning for digital assets such as Cryptocurrency
  • What you need to know about electronic wills
  • Prepare for changes in the tax treatment of Grantor Trusts
  • Maintain ethical standards and reduce liability exposure
  • Essential aspects of retirement planning
  • Advise on future gift and IRA distributions
  • Compare strategies in high interest rate  v. lower interest rate environments
  • How to effectively use the freeze partnership structure
  • Address community property issues in common law states

Special Features

  • Two Full Hours of Ethics Credits

Program Level: Overview

Prerequisites:  Attendees should have a basic understanding of trusts and estates terminology and a foundational background in tax

Advanced Prep: None

Intended Audience: Attorneys, accountants, financial planners, and other professionals who specialize in estate planning, life insurance products and/or transfer tax planning

Credit Details

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