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2021 Teleconference & Archive Bundle: The Impact of 2020 on Estate Planning

The year 2020 has been like no other in the memory of most of us. We have all been impacted in a significant way by the onslaught of COVID-19, the economic dislocation that followed, social unrest unmatched since the 1960s and a polarizing national election. Estate planning professionals have been striving to adjust to what some have referred to as "the new normal." In this teleconference, we will consider several aspects of how estate planning has evolved – in some ways, perhaps, permanently – including:

  • Enhanced Interest in Large Lifetime Taxable Gifts and Long-Term Trusts
  • Increased Use of Certain Leveraging Strategies
  • Renewed Emphasis on Planning for Eventual Incapacity
  • Practical Limitations on Client Counseling and Document Signing
Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.
Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.