ICLE | Estate Planning in the Era of Portability and High Exclusion Amounts
Seminars
  
Estate Planning in the Era of Portability and High Exclusion Amounts
On-Demand Seminar (Posted 01/14/16) | CLE: 1 | Level: Intermediate
Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan
    

Navigate the profoundly changed planning environment after the introduction of portability and the high federal estate tax exclusion amount. Counsel clients on when to elect for portability and whether and why to use a two-trust or a joint trust plan.

Watch and learn to:

  • advise the surviving spouse on how the DSUEA can shelter assets
  • identify the client who would benefit from a joint trust
  • avoid the creation and funding of an unnecessary credit shelter trust
  • draft to protect the surviving spouse's right to file for portability
Available Formats
ON DEMAND
Mark Harder explains one benefit of a joint trust is the flexibility of the surviving...
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