Wills, Trusts & Estates Prof Blog

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

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Wednesday, February 26, 2014

CLE on Portability

CLE

The American Law Institute Continuing Legal Education (ALI CLE) is presenting a telephone seminar and audio webcast entitled, Portability: An Update for Estate Planners, on Wednesday, March 12, 2014.  Provided below is a description of this event:

Portability is permanent and a game-changer!

The faculty will demonstrate the net-after-tax benefits of using a portability type plan compared to a traditional-type plan, and discuss tax basis adjustment mechanisms that can help your clients maximize income tax benefits.

Topics include:

  • tips for incorporating portability into your practice     
  • issues related to making the portability election       
  • What happens if a timely portability election is missed?        
  • new estate planning strategies using portability-type planning vs. traditional planning

http://lawprofessors.typepad.com/trusts_estates_prof/2014/02/cle-on-portability.html

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