Wills, Trusts & Estates Prof Blog

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

Friday, April 26, 2013

Update on CLE on Skills Training for Estate Planners

CLE ImageThe American Bar Association Section of Real Property, Trust and Estate Law and New York Law School will sponsor a CLE entitled, 2013 Skills Training for Estate Planners, from July 17-19, 2013. The deadline to register is June 28, 2013. Provided below is a description of the event:

For over 15 years, the Skills Training for Estate Planners CLE program has provided lawyers with a strong educational experience focused on the fundamentals of estate planning. This year the program has added a NEW Advanced Topics course of study, focused on current topics of interest and importance to experienced estate planning lawyers.

This intensive three-day course is an excellent opportunity for experienced lawyers to further expand their knowledge and skills in estate planning. The outstanding faculty includes experts in all aspects of estate planning, and the topics they will cover include:

Business Planning

  • Family business planning
  • Chapter 14 implications
  • Valuation theory and practice
  • QSSTs versus ESBTs
  • Use and drafting of buy sell agreements
  • Income tax exit strategies

Trust Considerations

  • Use and drafting of split interest trusts
  • Generation skipping transfer tax planning
  • Impact of Section 2036 on drafting and planning
  • Estate freezes, GRATs and sales to intentionally defective grantor trusts
  • Life insurance trust planning
  • The numbers of estate planning

Important Considerations

  • Retirement planning and deferred compensation
  • Planning for residences/vacation homes
  • Planning for the multinational client
  • Income tax considerations for taxable estates
  • Ethical considerations


Conferences & CLE, Estate Planning - Generally | Permalink

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Molly Dear Abshire will speak at the Skills Training for Estate Planners program about planning for public benefits and Special Needs Trusts.

Posted by: Chelsea Smith | Apr 26, 2013 11:43:59 AM

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