Wills, Trusts & Estates Prof Blog

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

Sunday, May 18, 2014

CLE on Estate Planning In Depth

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The American Law Institute Continuing Legal Education (ALI CLE) is presenting a CLE entitled, Estate Planning In Depth, June 22-27, 2014, in Madison, Wisconsin and online via live video webcast.  Here is why you should attend:

This annual program offers in-depth analysis of significant tax and non-tax aspects of estate planning. The faculty is comprised of the country’s most experienced practitioners, who share strategies, tips, and insights on some of the most complex challenges estate planners encounter. This year’s program features:

    • an intensive, interactive classroom experience complemented by opportunities to learn informally after hours from an expert faculty and from fellow registrants at a reception, a picnic supper, and evenings at the Student Union
    • comprehensive study materials—typically 1,000 pages or more – that are among ALI CLE’s best
    • engaged registrants—last year from 28 states—and an expert faculty from across the country who share ideas with one another over the course of five days
    • more than 35 CLE hours, including 2 hours of ethics, and more than 42 CPE credits in Taxation

This year’s conference features a variety of topics, including:

    • planning for same sex couples
    • advising clients in the new age of low (or no) transfer taxes and high income taxes
    • business and succession planning
    • assisting elderly and disabled clients with their planning needs
    • most common mistakes fiduciaries see
    • protection for trustees facing fiduciary liability
    • preparing 709s
    • things every domestic estate planners should know about international estate planning
    • decanting trusts
    • charitable giving techniques
    • issues in estate planning with life insurance


Conferences & CLE, Estate Planning - Generally | Permalink

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