Wills, Trusts & Estates Prof Blog

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

Tuesday, July 18, 2017

43rd Annual Notre Dame Tax and Estate Planning Institute

Notre_DameThe 43rd Annual Notre Dame Tax and Estate Planning Institute will take place on October 26 and 27, 2017, at the Century Center on the banks of the St. Joseph River in downtown South Bend, Ind. The Institute will present topics of interest to a broad range of estate planning professionals, whether your clients are high net worth individuals exposed to the estate tax or more moderate net worth individuals who are below the estate tax exemptions. The Institute welcomes both long-time attendees as well as new attendees to join us at this year’s institute.

The Institute continues to present practical topics, relevant even if there is no estate tax. The advantage of simultaneous sessions is that one track can focus on creative planning for estate tax reduction while the other track can cover topics relevant for all families, even families with a net worth below the estate tax exemptions. As in the past, the Institute will provide topics focused on income tax planning, such as assignment of income to taxpayers in lower marginal income tax brackets, including elimination or deferral of state income taxes. With dual sessions, individuals attending the Institute can choose topics relevant to their clients. 

Of interest, is the session devoted to evaluating the different life insurance policies and the proposals using life insurance that sometimes seem too good. The speaker will first address the type of policy most appropriate for a client’s objectives and then discuss how to evaluate proposals using life insurance that may or may not be misleading, such as using premium financed life insurance as a retirement plan substitute. Finally, the speaker will discuss proposals using life insurance that are flawed so that the advisor can steer the client away from a flawed proposal as illustrated in the recent Weber Tax Court decision. 

A topic that will become important did not exist a few years ago: Electronic Wills. Imagine sitting in your home, logging on to fill out your will with two witnesses and a notary online via a Skype connection. This is the future. It is coming fast.  

On Wednesday, the Law School will host the National Association of Estate Planning Councils’ (NAEPC) review course for the “Estate Planning Law Specialist” designation and examination. The course will be held at the Notre Dame Law School building located on the campus.

Here is the link to the Institute's brochure including registration information: Download Brochure 2017.


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