Wills, Trusts & Estates Prof Blog

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

Wednesday, February 5, 2014

CLE on Planning for Medium-Sized Estates

CLEThe American Law Institute Continuing Legal Education (ALI CLE) is sponsoring a CLE entitled, Planning For Medium-Sized Estates: Practical Strategies for Estate, Gift, and Tax Planning, on Wednesday- Friday,  March 19- 21. Earn 21-25 CLE/ CPE credits, including ethics with just one program.  Provided below is a description of the event:

With the new permanence of portability and the groundbreaking decisions of the Supreme Court in United States v. Windsor and Hollingsworth v. Perry, estate planners have had to scramble to adjust to the new regulations, correct previous filings, update estate plans, and consider new tax and non-tax planning opportunities. Medium-sized estates, in particular, require a refreshed look so that clients can avoid negative tax consequences as well as take advantage of some new, potentially fruitful opportunities.

Topics Include:

how Windsor and Perry affect planning for same-sex couples – what’s different and what stays the same?
portability becoming permanent
generation-skipping transfer (GST) tax exemptions today
probate avoidance
and more!


Conferences & CLE, Estate Planning - Generally, Generation-Skipping Transfer Tax | Permalink

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