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ALI CLE: Continuing Leadership in Professional Education Online CLE    Forward to a Friend
Planning for Medium-Sized Estates:
Practical Strategies for Estate, Gift, and Tax Planning

Wednesday-Friday, March 19-21, 2014,
ALI Conference Center, Philadelphia, PA
Extended Early Bird Discount! Register by December 31 and save $200! Use code CV033EB at checkout.

Register for Live Course ($1,299) Early Bird: $1,099
Register for Live Video Webcast ($999) Early Bird: $799
Register for Webcast Segments ($299)
Registration includes online access to materials before the course, printed materials at the course, and online access to the archived presentation after the course.

Planning Chair
Mary Ann Mancini, Loeb & Loeb LLP, Washington, D.C. (also on faculty) 

See entire faculty and program

Earn 21-25 CLE/CPE credits, including ethics with just one program!

The practice of estate planning has been rocked by the events of 2013.
With the new permanence of portability and the groundbreaking decisions of the Supreme Court in United States v. Windsor and Hollingsworth v. Perry, estate planners have had to scramble to adjust to the new regulations, correct previous filings, update estate plans, and consider new tax and non-tax planning opportunities. Medium-sized estates, in particular, require a refreshed look so that clients can avoid negative tax consequences as well as take advantage of some new, potentially fruitful opportunities.

Topics Include:
how Windsor and Perry affect planning for same-sex couples – what’s different and what stays the same?
portability becoming permanent
generation-skipping transfer (GST) tax exemptions today
probate avoidance
and more!
View the full brochure
For a complimentary book chapter on marital deduction planning in uncertain times,
click here
  Too busy to attend? Reserve course materials and products now!

Save time and reserve course materials and products today.

  Online video is available about six weeks after the course.  

On-Location, Telephone Seminars, Audio/Video Webcasts

Targeted Allocations: Trap or Treasure for Pass-Through Entities? - Friday, December 6, 2013 | 12:30 p.m. - 1:30 p.m. Eastern | Telephone Seminar | Audio Webcast

Estate and Gift Tax Planning Opportunities for 2014 and Beyond - Wednesday, December 11, 2013 | 12:30 p.m. - 2:00 p.m. Eastern Standard | Telephone Seminar | Audio Webcast

Recent Developments in Asset Protection Planning - Monday, December 23, 2013 | 12:00 p.m. - 1:15 p.m. Eastern | Telephone Seminar | Video Webcast

Advanced Estate Planning Practice Update: Winter 2014 - Friday, February 7, 2014 | Webcast

Advanced Estate Planning Techniques - Thursday-Friday, February 20-21, 2014 | The Ritz-Carlton | San Francisco, CA | Video Webcast | Video Webcast Segments

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