ICLE | Planning Techniques for the Taxable Estate
Seminars
  
Planning Techniques for the Taxable Estate
12/06/22 Livestream | On-Demand Seminar (Available 12/27/22) | CLE: 3.5 | Level: Basic/Intermediate
Cosponsored by the Probate & 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.

You will be able to:

  • Address portability issues
  • Spot Generation-Skipping Tax (GST) implications
  • Counsel clients on gifting programs that will achieve tax advantages
  • Use marital and nonmarital 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
LIVESTREAM
Watch online on a specific date/time via Zoom or other video conferencing platform. May also be recorded and available afterward on demand.

ON DEMAND
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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