Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, February 1, 2013

CLE on Solo Estate Planning Practitioners Following The Passage of ATRA

CLE ImageThe ABA Section of Solo, Small Firm and General Practice Division, Commission on Law and Aging, and Senior Lawyers Division will host a 1.5 CLE credit hour webinar entitled, The Solo Practitioner and Small Firm's Guide to the New Frontier in Estate Planning from 12:00 p.m. to 1:30 p.m. central standard time on Wednesday, February 27, 2013. Provided below is a description from the ABA website:

The American Taxpayer Relief Act of 2012 (2013) makes permanent the $5 million inflation adjusted estate tax exemption and portability (which permits a surviving spouse to use a prior deceased spouse's exemption). For the vast majority of Americans the federal estate tax is now irrelevant. This will change the face of estate planning (and for professionals the practice of estate planning) in dramatic ways. Planning that most clients have done needs to be evaluated and perhaps changed. The way wills are drafted will change. The use of life insurance and insurance trusts will never be the same. With the fear of the federal estate tax gone practitioners can no longer charge to the same degree for estate tax planning work. Efficiency and practice management are more important than ever to profitably serve fee sensitive clients. This webinar will explore the new estate planning paradigm and offer practical insights into how you can modify your documents and planning to work best in this brave new estate planning world.


Conferences & CLE, Estate Planning - Generally, Estate Tax | Permalink

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