12-Hour Program

See Credit Details Below

Overview

In addition to the credits listed to the right, this program also offers credit for CFP certification. The 49th Annual Estate Planning Institute has been approved by the CFP Board for 14 CE credits.

Why You Should Attend

The Reconciliation Act of 2017 (the “2017 Act”), which was enacted on December 22, 2017, included significant changes to the federal transfer tax regime and related income tax provisions.  This program will review such transfer tax and related income tax developments, and will discuss how they impact estate, trust and income tax planning, and the administration of decedents’ estates.  Moreover, the program will review other recent developments regarding estate, trust and transfer tax and income tax planning. 

What You Will Learn

  • A review of the transfer tax and related income tax provisions of the Act
  • A review of the interaction between the new federal transfer tax regime and state transfer tax regimes
  • Drafting estate planning documents to comply with and take advantage of the new federal transfer tax regime
  • A review of the significant estate planning techniques that were not affected by, and that are still viable after, the Act
  • A review of the transfer tax and related income tax aspects of the Internal Revenue Service’s most recent Priority Guidance Plan
  • An update on recent developments in all areas of estate, trust and transfer tax planning
  • Income tax planning for estates and trusts
  • Ethical considerations for attorneys acting as fiduciaries or beneficiaries

…and much more!

Who Should Attend

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

 

Program Level: Overview

Intended Audience: Attorneys and other professionals who specialize in estate planning, life insurance and/or transfer tax planning, including accountants, financial planners, trust officers, and anyone else whose practice requires a solid understanding of estate planning.

Prerequisites: A background in estate, trust and transfer tax and income tax planning.

Advanced Preparation: None

Credit Details