Thursday, September 5, 2013
The American Legal Institute is offering a CLE entitled, Planning With Portability: Benefits and Risks, on Monday, September 23, 2013 at 2:00 - 3:30 p.m. Provided below is a description of the event:
The American Taxpayer Relief Act of 2013 (ATRA) has given portability its permanence. Portability requires additional review and revision of estate plans by counsel that some clients may resist. Are you prepared to listen to your clients’ concerns, work within their legal budgets, and provide the appropriate guidance?
Join us for this timely, practical program that explores the new frontiers of portability. Our panel of nationally recognized estate planning practitioners highlights the planning opportunities that spawn from the new estate tax regime while also examining its limits and potential traps!