Largely as a result of the unlimited marital deduction, historically high (and still climbing) estate tax exemptions and portability, only a tiny fraction of Americans need to have any concern about estate tax. What do we, as estate planning professionals, need to do to serve everyone else? What are the contemporary estate planning concerns and objectives of the vast majority of the populace? During this teleconference, we will discuss:
- Designing estate plans that are both effective and practical
- Balancing the use of trusts and outright distributions
- Using special purpose trusts in the right situations
- Skillfully addressing all dispositive and fiduciary appointment contingencies
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. |  |  |  |