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Description
Among the most useful tools at an estate planner’s disposal is a power of appointment. There’s an almost infinite variety of powers of appointment, and they can be used to accomplish numerous important tax and non-tax estate planning objectives. In addition, powers of appointment may have significant, and sometimes surprising, tax consequences. In this presentation, we will examine numerous aspects of powers of appointment, including:
- Types of powers of appointment
- How to design, draft and exercise powers of appointment
- Tax characteristics of powers of appointment
- Goals that may be achieved using powers of appointment
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.
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State CE Exceptions: Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. |