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Planning Techniques for Large Estates 2022- Part 3

Content Provider
American Law Institute CLE
Product
CLE
Run Time
60 Minutes
Recording Date
05/19/2022
Presenter(s)
Gray Edmondson
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law

Price $219.00

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Description

This course is updated yearly and tailored to the unique perspective of large estate planners. Included Topic: Income Tax Basis Planning This presentation will focus on income tax basis planning in a client's broader estate plan. Issues to be discussed include upstream planning by including assets in a parent's taxable estate, planning between spouses, formula testamentary powers of appointment, and related concepts. We also will cover potential provisions to include in planning documents as well as considerations for assets already held in previously funded irrevocable trusts.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaPending State Response0.00
AlaskaApproved1.00GeneralOn-going
ArizonaApproved1.00GeneralOn-going
ArkansasApproved1.00GeneralOn-going
CaliforniaApproved1.00Participatory05/18/2027
ColoradoApproved1.00General12/31/2024
ConnecticutApproved1.00GeneralOn-going
DelawareApproved1.00General05/18/2024
FloridaApproved1.00General03/31/2024
GeorgiaApproved1.00General12/31/2022
HawaiiApproved1.00General05/18/2024
IdahoApproved1.00General05/18/2027
IllinoisApproved1.00General08/19/2024
IowaPending State Response0.00
KansasPending State Response0.00
KentuckyApproved1.00General06/30/2023
LouisianaApproved1.00General07/31/2023
MinnesotaApproved1.00General08/18/2024
MississippiPending State Response0.00
MissouriApproved1.20GeneralOn-going
MontanaPending State Response0.00
NebraskaPending State Response0.00
NevadaPending State Response0.00
New HampshireApproved1.00General05/18/2025
New JerseyApproved1.00GeneralOn-going
New MexicoApproved1.00General05/18/2027
New YorkApproved1.00SkillsOn-going
North CarolinaPending State Response0.00
North DakotaApproved1.00General05/18/2025
OhioApproved1.00General12/31/2022
OklahomaPending State Response0.00
OregonApproved1.00General05/18/2025
PennsylvaniaApproved1.00General07/31/2024
Rhode IslandApproved1.00General06/30/2023
TennesseeApproved1.00General07/31/2023
TexasApproved1.00General08/31/2023
UtahPending State Response0.00
VermontApproved1.00GeneralOn-going
WashingtonApproved1.00General05/18/2027
West VirginiaApproved1.20GeneralOn-going
WisconsinApproved1.00GeneralOn-going
WyomingPending State Response0.00