LexisNexis®
University

Advanced Estate Planning Practice Update: Fall 2022

Content Provider
American Law Institute CLE
Product
CLE
Run Time
121 Minutes
Recording Date
10/11/2022
Presenter(s)
Jeffrey N. Pennell, Lawrence P. Katzenstein, Stephanie Loomis-Price, Kathleen R. Sherby
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law, Taxation

Price $259.00

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Description

The final list of topics will include: - 20 judicial opinions from courts across the country addressing topics such as special needs trusts, joint settlor trust modifications, state-specific QTIP elections, bequests turning on marital status of the beneficiary, and more - Proposed IRC §2053 regulations on the use of present-value principles to determine deductible amounts - Rev. Proc. 2022-32, PLR 02217005, and Chief Counsel Memo 202233014 - Planning strategies for rising interest rates

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved2.00General12/31/2023
AlaskaApproved2.00GeneralOn-going
ArizonaApproved2.00GeneralOn-going
ArkansasApproved2.00GeneralOn-going
CaliforniaApproved2.00Participatory10/10/2027
ColoradoApproved2.00General12/31/2023
ConnecticutApproved2.00GeneralOn-going
DelawareApproved2.00General10/10/2024
FloridaApproved2.50General07/31/2024
GeorgiaApproved2.00General12/31/2023
HawaiiApproved2.00General11/21/2024
IdahoApproved2.00General10/10/2027
IllinoisApproved2.00General12/19/2024
IndianaApproved2.00General01/22/2024
IowaApproved2.00General10/11/2023
KansasApproved2.00General12/31/2023
KentuckyApproved2.00General06/30/2023
LouisianaApproved2.00General12/04/2023
MaineApproved2.00General02/05/2025
MinnesotaApproved2.00General12/28/2024
MississippiPending State Response0.00
MissouriApproved2.40GeneralOn-going
MontanaPending State Response0.00
NebraskaApproved2.01General10/10/2024
NevadaApproved2.00General12/31/2025
New HampshireApproved2.00General10/10/2025
New JerseyApproved2.00GeneralOn-going
New MexicoApproved2.00General10/10/2027
New YorkApproved2.00SkillsOn-going
North CarolinaApproved2.00General12/31/2023
North DakotaApproved2.00General10/11/2025
OhioApproved2.00General12/31/2023
OklahomaPending State Response0.00
OregonApproved2.00General10/10/2025
PennsylvaniaApproved2.00General12/04/2024
Puerto RicoApproved2.02General02/05/2024
Rhode IslandApproved2.00General06/30/2023
South CarolinaApproved2.02General12/31/2023
TennesseeApproved2.02General12/04/2023
TexasApproved2.00General12/25/2023
UtahApproved2.00General12/31/2023
VermontApproved2.00GeneralOn-going
VirginiaApproved2.00General10/31/2023
WashingtonApproved2.00General10/10/2027
West VirginiaApproved2.42GeneralOn-going
WisconsinApproved2.00GeneralOn-going
WyomingApproved2.00General12/31/2023