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Essential Estate Tax Traps to Avoid

Focus on common estate planning mistakes that we should all avoid and cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.
  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-08
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Description

Recorded: February 16, 2018

Essential Estate Tax Traps to Avoid
Focus on common estate planning mistakes that we should all avoid and cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption. 
Robert T. NapierHarrison & Held, LLP, Chicago and Naples, FL

Materials

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  • Program Materials
    Essential Estate Tax Traps To Avoid
e-learn
$59.00 or 0.75 credits

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1801-18E-02
  • Original Program Date: 2/16/2018
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    • e-learn

Client Intake & Communication in Estate Planning Category: Estate Planning & Probate, Ethics & Professional Responsibility, Practice Basics, Online Content, Programs, Estates & Trusts

Deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-16
  • Original Program Date: 5/24/2018
  • Formats:
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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-01
  • Original Program Date: 5/23/2018
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Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes 2018 Category: Estate Planning & Probate, Trusts, Online Content

An overview of the new law affecting this area in the last year. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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