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University

Planning Techniques for Large Estates 2022- Part 5

Content Provider
American Law Institute CLE
Product
CLE
Run Time
91 Minutes
Recording Date
05/20/2022
Presenter(s)
Marissa Dungey, Dana Foley
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law

Price $259.00

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Description

This course is updated yearly and tailored to the unique perspective of large estate planners. Included Topic: Private Trust Companies Private Trust Companies (PTCs) provide a welcome solution to high net worth families who wish create an institutionalized structure for trust and fiduciary services. PTCs offer families the ability to maintain control of the family’s estate planning while providing a formal architecture that serves the business of the family's estate planning. However, regulatory oversight presents a threat to the continued growth of PTCs. This session will look at: the benefits of the private trust company structure; how PTCs are grappling with the scope and implementation of anti-money laundering requirements; the Corporate Transparency Act and new privacy concerns.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaPending State Response0.00
AlaskaApproved1.50GeneralOn-going
ArizonaApproved1.50GeneralOn-going
ArkansasApproved1.50GeneralOn-going
CaliforniaApproved1.50Participatory05/19/2027
ColoradoApproved2.00General12/31/2024
ConnecticutApproved1.50GeneralOn-going
DelawareApproved1.50General05/19/2024
FloridaApproved2.00General03/31/2024
GeorgiaApproved1.50General12/31/2022
HawaiiApproved1.50General05/19/2024
IdahoApproved1.50General05/19/2027
IllinoisApproved1.50General08/19/2024
IowaPending State Response0.00
KansasPending State Response0.00
KentuckyApproved1.50General06/30/2023
LouisianaApproved1.50General07/31/2023
MinnesotaApproved1.50General08/18/2024
MississippiPending State Response0.00
MissouriApproved1.80GeneralOn-going
MontanaPending State Response0.00
NebraskaPending State Response0.00
NevadaPending State Response0.00
New HampshireApproved1.50General05/19/2025
New JerseyApproved1.50GeneralOn-going
New MexicoApproved1.50General05/19/2027
New YorkApproved1.50SkillsOn-going
North CarolinaPending State Response0.00
North DakotaApproved1.50General05/20/2025
OhioApproved1.50General12/31/2022
OklahomaPending State Response0.00
OregonApproved1.50General05/19/2025
PennsylvaniaApproved1.50General07/31/2024
Rhode IslandApproved1.50General06/30/2023
TennesseeApproved1.52General07/31/2023
TexasApproved1.50General08/31/2023
UtahPending State Response0.00
VermontApproved1.50GeneralOn-going
WashingtonApproved1.50General05/19/2027
West VirginiaApproved1.82GeneralOn-going
WisconsinApproved1.50GeneralOn-going
WyomingPending State Response0.00