Wednesday, February 26, 2014
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.
- 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