Wills, Trusts & Estates Prof Blog

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

Monday, June 1, 2020

CLE on Advanced Estate Planning Practice Update

The American Law Institute is holding an audio webcast entitled, Advanced Estate Planning Practice Update, on Thursday, June 18, 2020 at 12:00-2:00 p.m. Eastern. Provided below is a description of the event. image from lawprofessors.typepad.com

Why You Should Attend

Now it its 25th year, this popular, advanced program covers significant recent developments and how they affect estate planning practice. Featuring a nationally renowned faculty of estate planning lawyers, as well as Professor Jeffrey N. Pennell, this webcast is designed for sophisticated practitioners who need to stay up-to-date on changes in the field!

What You Will Learn 

This unique program captures late-breaking important opinions and legislative and regulatory developments, as determined by the faculty at the time of the presentation. Anticipated topics to be addressed include:

  • 15 recent federal and state court decisions on a variety of issues, including estate tax and gift tax valuations, asset protection, no contest provisions, fiduciary liability, and more
  • Charitable aspects and planning elements of the CARES Act
  • Proposed §67(e) regulations PLR 202016002-006: §§2519 & 2044
  • Planning in times of ultra-low interest and low valuations, including GST exemption planning

In addition to superb teaching, a favorite feature of past registrants is the comprehensive outline that all registrants get ahead of the program. It provides summaries written by the faculty on every topic discussed during the program, in the order in which it is addressed!

Who Should Attend

Experienced estate planning attorneys, trust administrators, and financial and tax professionals who provide guidance and strategies for transferring wealth and reducing estate taxes should attend this valuable webcast.


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