This long-standing, intensive estate planning CLE program has consistently been considered among the very best learning opportunities for attorneys who handle large or complex estates. And make no mistake — continual learning and networking are indispensible for practitioners who handle large estates.
Greater complexity means higher client expectations and far greater potential for disaster. Gift planning, complicated will provisions and specialized trusts are only the tip of the iceberg when it comes to dealing with federal and state tax systems. Estate taxes, creditor claims, and disputes among heirs are just a few of the landmines you need to navigate. You need expertise in myriad fields, including taxation, real estate, business valuation, and securities.
Where do you get all that?
"These guys are good!"
– Dominic Ciarimboli, previous registrant, regarding the program faculty
This renowned program provides all that and more. Planning Techniques for Large Estates has long been considered the one indispensable resource for estate planning lawyers. A fantastic national faculty of experts, drawn from leading firms specializing in the relevant areas and practicing at the highest level, provides insight and practical strategies sure to help any practitioner. If you provide estate planning and asset protection advice for sophisticated clients, then you already know the importance of continually examining and honing your strategies.
What You Will Learn
Asummary of the income, estate, and gift tax provisions of the American Taxpayer Relief Act of 2012 will be discussed, as well as the impact on estate planning under the new tax laws.
Planning for large estates continues to be a technically demanding and dynamic area of practice. The more assets a client has, the more complex their estate plan may need to be, as their assets may be more diversified and therefore face different tax consequences. This course, comprising over 19 hours of instruction, deals with the most sophisticated problems and considerations unique to planning large estates.
Each topic has a lecturer/discussion leader who is responsible for covering the most important aspects of the subject matter and for presenting and discussing the issues and alternative approaches as well as practical planning strategies. The discussions are conducted on a transactional basis, with emphasis on changing factual patterns rather than on bare principles of law or statutory provisions.
Legislative developments and outlook
Postmortem estate planning
Asset protection trust planning
Partnerships and S Corporations
One full hour of CLE ethics credits
Who Should Attend
Estate Planning Attorneys and other legal professionals who handle large or complex estates should attend this accredited continuing legal education program from ALI CLE.
This course was the most consistently outstanding course I have attended in many, many years. Wonderful topics, presenters, and participants who added value. – John R. Sanderson
As usual and as expected, this program bristled with sizzling topics, comprehensive research materials and riveting presentations. These guys are Good. – Dominic Ciarimboli
An outstanding faculty, high quality outlines, and a format that encourages questioning by the participants combine to make this the best estate tax program I’ve ever attended. – David K. Walser, GenSpring Family Offices, Mesa, Arizona