Hurry Up or Wait? Year-End and 2013 Estate Planning Ideas
The American College of Trust and Estate Counsel (ACTEC) is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.
Why You Should Attend
What will the estate planning landscape look like after December 31, 2012? This telephone seminar/audio webcast will give you an expert update on actions in Congress regarding changes to the estate and gift tax laws, as well as practical guidance for advising your clients on their 2013 estate planning options in a shifting tax environment.
What You Will Learn
Get the latest thinking on how to manage your clients’ estate plans in today's volatile tax environment from estate planners who closely monitor legislative activity on Capitol Hill. Hear a cogent discussion of the following:
Prospects for 2012 or 2013 legislation and the role of politics and the election
Significance of current legislative and administrative proposals
Actions to take in 2012 in light of the uncertainty
Balancing estate planning goals with the need for control and access
Preparing for 2013 and beyond, possibly including high, portable exemptions
Registrants may submit their questions to the faculty by email before and during the program. All registrants receive a set of downloadable course materials and free access to the archived online program indefinitely.
Who Should Attend
Estate planners, financial advisors, and other legal professionals working within estate and gift tax laws should attend this accredited continuing legal education program from ALI CLE.
Ronald D. Aucutt, McGuire Woods LLP, Tysons Corner, VA
Beth Shapiro Kaufman, Caplin & Drysdale, Chartered, Washington, DC
Diana S.C. Zeydel, Greenberg Traurig LLP, Miami, FL
All Times Eastern
12:00 p.m. Program Begins.
Faculty members will discuss options and opportunities for estate planning in the post-election environment.
1:30 p.m. Program Ends.
Total 60-minute hours of instruction: 1.5; Total 50-minute hours 1.8
For more information on CLE credits for a particular jurisdiction, click on the “Mandatory CLE Credit” link in the “Course Details” box at the top left of this web page.
Suggested Prerequisite: Two to four years’ experience in estate and tax planning
Educational Objective: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent legal developments
Level of Instruction: Intermediate
Eastern 12:00 pm to 1:30 pm
Central 11:00 am to 12:30 pm
Mountain 10:00 am to 11:30 am
Pacific 9:00 am to 10:30 am
Alaska 8:00 am to 9:30 am
Hawaii 7:00 am to 8:30 am