Thursday, December 27, 2018
The American Law Institute is holding a conference entitled, Planning Techniques for Larges Estates, on Wednesday - Friday, April 3 - 5, 2019 at the Hilton Resort & Villas in Scottsdale, Arizona. Provided below is a description of the event.
Why You Should Attend
A successful planning strategy for high-net-worth clients involves advanced estate planning techniques that minimizes taxes, protects assets and preserves wealth. Don’t miss out on this unique opportunity to keep up to date on the most innovative wealth transfer strategies from a faculty of leading large estate planners and tax experts!
Here’s what past course attendees have said:
"Very good speakers and content. The lunches provided easy networking opportunities."
"Excellent and substantive as usual, thank you for a great program!"
"Very well presented and the written materials will be useful."
"Wonderful program. Learned a lot. Will take it again in the future."
What You Will Learn
Attend this highly-rated course and get the latest sophisticated planning strategies specifically for large estates. Learn, network, and strategize with your peers and a highly experienced faculty of trust and estate practitioners from across the country. Each panel provides real examples and practical applications that will help you develop a plan for your clients to efficiently transfer wealth to their heirs and favorite charities, protect their family and businesses, grow assets, and minimize taxes.
This year’s estate planning and strategic wealth transfer topics include:
Sales to IDITs, GRATs, etc.
Life Insurance as a integral part of a well thought-out estate plan
Best way to pass assets using GST
Incorporating trusts into retirement plans
Advantages of charitable giving
Using entitites in estate planning