Thursday, July 18, 2013
The ABA Section of Real Property, Trust & Estate Law is offering a Trust & Estate Law Webinar entitled, Portability – The Game Has Changed, on August 6, 2013. A description of the webinar is provided below:
Portability is a game changer in estate planning. With portability’s permanence now established, this program will challenge existing by-pass trust planning solutions and explore how better estate and income tax results (even for the ultra wealthy) can be attained with portability.
The program will also include case studies discussing new alternatives for planning with portability in mind, demonstrating the benefits of creating portability based plans versus traditional planning. The program materials will also have some suggested language that you may want to begin incorporating in estate planning documents.
Topics covered in the case studies include:
- Trust planning and portability can coexist;
- Protecting increases in value between spouses’ deaths and attaining better income tax results; and
- Diversifying approaches for using applicable exclusion amounts.