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Practice Area: Estate Planning


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Advanced Estate Planning Practice Update: Summer 2018

From the ALI CLE program, "Advanced Estate Planning Practice Update: Summer 2018" (June 13. 2018)

Original Date(s): June 13, 2018
Segment Runtime: 02:01:53
Speakers: Professor Jeffrey N. Pennell, Kimberly E. Cohen, Lawrence P. Katzenstein, and Kathleen R. Sherby

Includes the following course materials:

  • Advanced Estate Planning Practice Update: Summer 2018
  • Advanced Estate Planning: Practice Update: Summer 2018 - Slides

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Summer 2018More Info Preview Preview Add to Cart - Advanced Estate Planning Practice Update:
Summer 2018 Buy MP3  $179.00


Estate Planning for Creditor Protection: Using the Tools of Our Trade

From the ALI CLE program, "Estate Planning for Creditor Protection: Using the Tools of Our Trade" (May 9. 2018)

Original Date(s): May 9, 2018
Segment Runtime: 01:34:19
Speakers: Lauren Y. Detzel, Robert K. Kirkland and Gideon Rothschild

Includes the following course materials:

  • Asset Protection with Retirement Assets
  • Estate Planning for Creditor Protection: Using the Tools of Our Trade
  • Estate Planning for Creditor Protection: Using the Tools of Our Trade
  • Estate Planning Through an Asset Protection Lens
  • The Good, the Bad and the Innovative: The Evolution of Joint Spousal Trusts in Today’s Estate Planning

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Asset Protection Trust Planning

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:00:52
Speakers: Mr. Osborne

Includes the following course materials:

  • Asset Protection Trust Planning
  • Asset Protection Trust Planning

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Basis Adjustment Planning

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:29:51
Speakers: Ms. Willms and Mr. Davis

Includes the following course materials:

  • All About That Basis: How Income Taxes Have Reshaped Estate Planning

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Charitable Planning Techniques

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:25:24
Speakers: Mr. Katzenstein

Includes the following course materials:

  • Charitable Planning Update - 2018

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Current Developments including Tax Reform (cont'd)

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:24:01
Speakers: Messrs. Aucutt, Akers, Davis, and Viehman

Includes the following course materials:

  • Estate of Powell v. Commissioner, 148 T.C. No. 18 (May 18, 2017)
  • Selected Highlights of 2017 Tax Act and Estate Planning Considerations
  • Washington Update: Including Treasury-IRS Priority Guidance Plan

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Current Developments, including Tax Reform

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:00:31
Speakers: Messrs. Aucutt, Akers, Davis, and Viehman

Includes the following course materials:

  • Estate of Powell v. Commissioner, 148 T.C. No. 18 (May 18, 2017)
  • Selected Highlights of 2017 Tax Act and Estate Planning Considerations
  • Washington Update: Including Treasury-IRS Priority Guidance Plan

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Directed Trusts and Other Trust Modifications

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:17:03
Speakers: Mss. Harrington and Snyder

Includes the following course materials:

  • Directed Trust and Other Modifications

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Generation Skipping Transfer Tax Planning

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:32:39
Speakers: Mr. Viehmann

Includes the following course materials:

  • Generation-Skipping Transfer Tax Planning

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Grantor Trust Rules

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:03:20
Speakers: Mr. Gadarian

Includes the following course materials:

  • Grantor Trust Rules

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Life Insurance Planning

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:28:57
Speakers: Mr. Ratner

Includes the following course materials:

  • Life Insurance after TCJA

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Managing and Mitigating Fiduciary Liability

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:13:46
Speakers: Mss. Harrington and Snyder

Includes the following course materials:

  • Managing and Mitigating Fiduciary Risks

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Marital Planning and Portability

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:32:23
Speakers: Ms. Willms and Mr. Davis

Includes the following course materials:

  • Estate Planning for Married Couples in a World with Portability and the Marital Deductions

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Sales to IDITs, GRATs, Etc.

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:31:38
Speakers: Mr. Aucutt

Includes the following course materials:

  • Grantor Retained Annuity Trusts (GRATS) and Installment Sales to Grantor Trusts
  • The Statute of Limitations and Disclosure Rules for Gifts

More Information: Sales to IDITs, GRATs, Etc.More Info Preview Preview Add to Cart - Sales to IDITs, GRATs, Etc. Buy MP3  $149.00


Trustee and Beneficiary Powers that Won't Create a Tax Disaster

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:27:54
Speakers: Mr. Akers

Includes the following course materials:

  • Trustee and Beneficiary Powers that Won't Create a Tax Disaster
  • Trustee and Beneficiary Powers that Won't Create a Tax Disaster (or Twenty Things You Need to Know About Selecting a Trustee and Structuring Trustee Powers)

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Your Secrets Are Safe With Me (I Think) -- Protecting Privilege When Planning for Large Estates (Ethics)

From the ALI CLE program, "Planning Techniques for Large Estates 2018" (April 25. 2018)

Original Date(s): April 25-27, 2018
Segment Runtime: 01:01:08
Speakers: Mr. Blickenstaff

Includes the following course materials:

  • Your Secrets Are Safe With Me (I Think): Protecting Privilege When Planning for Large Estates

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Estate Planners and Other Advisors Working Together: Are Your Communications Protected?

From the ALI CLE program, "Estate Planners and Other Advisors Working Together: Are Your Communications Protected?" (April 24. 2018)

Original Date(s): April 24, 2018
Segment Runtime: 01:30:16
Speakers: Kim Kamin, David C. Blickenstaff, Terrence M. Franklin and Jon Scuderi

Includes the following course materials:

  • Attorneys and Other Advisors Working Together – Are Your Communications Protected?
  • Attorneys and Other Advisors Working Together: Are Your Communications Protected? - Slides

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Advising Family Business Owners After Tax Reform: Strategic Opportunities Estate Planners Need to know

From the ALI CLE program, "Advising Family Business Owners After Tax Reform: Strategic Opportunities Estate Planners Need To Know" (April 17. 2018)

Original Date(s): April 17, 2018
Segment Runtime: 01:29:13
Speakers: Michael V. Bourland, Andrea C. Chomakos, and Steven B. Gorin

Includes the following course materials:

  • Advising Family Business Owners After Tax Reform: Strategic Opportunities Estate Planners Need to Know (Excerpted from Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications)
  • Advising Family Business Owners After Tax Reform: Strategic Opportunities Estate Planners Need to Know—Slides

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Drafting Strategies for Estate Planners: Creating Documents To Withstand the Challenge

From the ALI CLE program, "Drafting Strategies for Estate Planners: Creating Documents To Withstand the Challenge" (April 4. 2018)

Original Date(s): April 4, 2018
Segment Runtime: 01:02:50
Speakers: Michael V. Bourland and Levi M. Dillon

Includes the following course materials:

  • Drafting Strategies for Estate Planners: Creating Documents To Withstand the Challenge - Slides

More Information: Drafting Strategies for Estate Planners:
Creating Documents To Withstand the ChallengeMore Info Preview Preview Add to Cart - Drafting Strategies for Estate Planners:
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Proving Undue Influence: What Every Estate Planner and Litigator Needs to Know

From the ALI CLE program, "Proving Undue Influence: What Every Estate Planner and Litigator Needs to Know" (March 21. 2018)

Original Date(s): March 21, 2018
Segment Runtime: 01:31:00
Speakers: Robert D. Borteck, Robert D. Brower, Jeffrey T. Knebel, James C. Milton, and Jon Scuderi

Includes the following course materials:

  • Proving Undue Influence: What Every Estate Planner and Litigator Needs to Know

More Information: Proving Undue Influence: What Every Estate Planner and Litigator Needs to KnowMore Info Preview Preview Add to Cart - Proving Undue Influence: What Every Estate Planner and Litigator Needs to Know Buy MP3  $149.00


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