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ALI CLE in the News

February 6, 2018

PHILADELPHIA, February 6, 2018.  American Law Institute Continuing Legal Education (ALI CLE) has announced that Planning Techniques for Large Estates 2018 will be held on April 25 - 27, 2018 in Austin, Texas. The robust programming that makes up this top-rated conference has been expanded this year to address the impact of tax reform on estate planning, along with offering expert guidance on the latest planning techniques and important updates on significant developments.

This year the conference welcomes new planning chair, Melissa Willms of Davis & Willms, PLLC, Houston. Other new additions to this faculty include David C. Blickenstaff of Schiff Hardin LLP, Chicago; Gregory V. Gadarian of Gadarian & Cacy, PLLC, Tuscon; Carrie A. Harrington of Levenfeld Pearlstein LLC, Chicago; Mark E. Osborne of Osborne, Helman, Knebel & Scott, LLP, Austin; Richard B. Robinson of Robinson, Diss and Clowdus, P.C., Denver; and Susan D. Snyder of Northern Trust Corporation, Chicago. Sessions new to this year’s conference include the latest on managing fiduciary risks, managing and mitigating fiduciary liability, and planning with entities, and ethics.

Other relevant conference topics include:

·       Creating Grantor Retained Annuity Trusts (GRATs) that minimize tax liability

·       Using marital planning and portability to effectively inherit any unused federal estate tax exemption

·       Significant issues to address when planning with life insurance

·       How to choose and use an entity for lower estate taxation

·       Asset protection and tax planning with grantor trusts


“The 2017 Reconciliation Act is the most significant tax reform in decades and impacts planning for large estates in various ways,” said Planning Co-Chair, Steve Akers of Bessemer Trust Company, N.A. of Dallas. “This program highlights special planning considerations in light of the window of opportunity for a couple now having a combined $22+ million gift tax exclusion. Planning for entities has become considerably more complex in light of the business tax changes, including the new deduction for Qualified Business Income. Various fiduciary issues loom for large estates as well, including managing fiduciary risks and the growing trend of utilizing directed trusts and trust modifications.”


To learn more about this program and to register for the in-person course or webcast, click here.

About American Law Institute Continuing Legal Education


The American Law Institute Continuing Legal Education (ALI CLE) is the continuing legal education division of the American Law Institute. ALI CLE, a non-profit organization, is committed to the work of promoting continuing professional education for lawyers throughout the United States and to creating standards to ensure quality and relevance in CLE programs. American Law Institute CLE is constantly evolving to meet the needs of the legal profession, furthering a tradition of unparalleled service to lawyers. Follow the latest announcements and news at and on Twitter @ALI_CLE.

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