Summary
The many estate planning techniques in our toolbox must be used selectively and custom-designed to meet the particular needs and circumstances arising in each unique situation. In addition, the lens through which we evaluate these strategies must be refocused from time to time due changing economic trends as well as action, or lack of action, inside the Beltway. In this teleconference, we will discuss the following:
- Planning for those who have little or no concern about transfer taxes
- United States citizens holding assets located outside the United States
- Continued utility of long-term trusts
- Dismantling clients' estate planning structures that don't make sense any longer
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSB, 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 BSB, 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. |  |  |  |