ICLE | Planning Techniques for the Taxable Estate
Planning Techniques for the Taxable Estate
On-Demand Seminar (Posted 12/26/19) | CLE: 3.75 | Level: Basic/Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Required Seminar

Analyze Tax Issues and Protect Your Clients' Wealth

Secure your clients' accumulated wealth in today's estate tax environment. Get an expert overview of critical concepts, including gifting and trust drafting, and walk away with sample language to use in your practice.

Learn to:

  • Address portability issues
  • Spot Generation-Skipping Tax (GST) implications
  • Counsel clients on gifting programs that will achieve tax advantages
  • Use marital and non-marital trusts effectively
  • Apply the various funding formulas
  • Know when the grantor or beneficiary can be a trustee
  • Ensure trust funding continues during the life of the grantor
Available Formats
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.
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