Wednesday, October 10, 2012
On Tuesday, October 16, 2012, the ABA is hosting a CLE entitled Making the Estate Plan Work Harder in the Face of Constant Change and How to Fix What is Broken. The 90 minute teleconference and live audio webcast will be from 1:00 p.m. to 2:30 p.m. eastern. The program description is below:
From increasing life expectancies to ever changing tax laws, our challenge is to help clients face new realities in 2012 and beyond.
Please join our panel of experts as they discuss how to:
- "Supercharge" estate planning techniques by integrating investment, tax, asset protection and "second-look" engineering;
- Maximize the effectiveness of wealth transfer strategies by carefully determining the allocation of funds and selection of investment assets;
- Take advantage of opportunities arising under the tax laws;
- Minimize assets exposed to divorce and creditors; and
- Fix "broken" trusts.