LexisNexis®
University

Planning Techniques for Large Estates 2022- Part 1

Content Provider
American Law Institute CLE
Product
CLE
Run Time
61 Minutes
Recording Date
05/19/2022
Presenter(s)
Raj Malviya, Jeanne Newlon
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: Grantor Trust Planning Tips and Traps This program will provide a refresher on the grantor trust rules and highlight planning tips and traps including: which grantor trust powers are best to use?; provide sample language for the commonly used grantor trust powers; explain toggling of grantor trusts – and should we be able to toggle back on?; highlight potential pitfalls of grantor trust planning

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General12/31/2022
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
IndianaApproved1.00General09/29/2023
IowaPending State Response0.00
KansasPending State Response0.00
KentuckyApproved1.00General06/30/2023
LouisianaApproved1.00General07/31/2023
MaineApproved1.00General09/29/2024
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
Puerto RicoApproved1.02General09/30/2023
Rhode IslandApproved1.00General06/30/2023
South CarolinaApproved1.01General12/31/2022
TennesseeApproved1.02General07/31/2023
TexasApproved1.00General08/31/2023
UtahPending State Response0.00
VermontApproved1.00GeneralOn-going
WashingtonPending State Response0.00
West VirginiaApproved1.22GeneralOn-going
WisconsinApproved1.00GeneralOn-going
WyomingPending State Response0.00