Search

Estate Tax Apportionment: Who Bears the Burden of Paying the Tax?

Focus on drafting tax apportionment clauses and how the standard clause can have unintended consequences if not discussed with the client. We will review several examples to demonstrate how a standard apportionment clause, or a lack of any direction as to the payment of estate taxes, could impact the ultimate distributions under an estate plan.
Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P2121-21E-04X
$80.00 or 1.25 credits
decrease increase

Expires 7/1/2024

Brett Cagan, Levin, Schreder & Carey, Ltd., Chicago

Maria Schwartz, Levin, Schreder & Carey, Ltd., Chicago

Expires 7/1/2024

Brett Cagan, Levin, Schreder & Carey, Ltd., Chicago

Maria Schwartz, Levin, Schreder & Carey, Ltd., Chicago

Products specifications
Program Date11/10/2021
Session from:Will Drafting Workshop
CategoryTax
Products specifications
Program Date11/10/2021
Session from:Will Drafting Workshop
CategoryTax
Product tags
Customers who bought this item also bought

Drafting Wills for Challenging Family Dynamics

P2121-21E-03X
Drafting estate planning instruments for clients whose definition of family is one that is fluid and inclusive is more important than ever. Estate planning attorneys have traditionally been accustomed to drafting provisions that exclude family members but doing so without caution may invite a successful probate challenge or worse. In this interactive workshop participants will learn about: 1. Drafting for clients with chosen family, though their biological family members are alive, and no adoption ever took place 2. Designing provisions for Lawful Permanent Residents who have U.S. citizen children but who otherwise have primarily non-U.S. family. 3. Crafting provisions that address disproportionate gifting and that assist in avoiding probate and probate challenges
$80.00

What Did We Do Last Year? Post-Inauguration Planning Strategies (SLATs, GRATs, IDGTs, QPRTs and more!) (2021)

P9004-21E1-16X
Many clients used specific estate planning techniques prior to year end based upon projections about who would be President, the makeup of Congress, anticipated estate tax laws, and predictions about the economy and interest rates. Now that some of these issues are settled, we will review estate planning techniques that are available and discuss how to fix what we did and resolve client remorse.
$80.00

Never Out of Style: Charitable Solutions for Today

P9004-21E1-18X
Help your clients take advantage of charitable solutions that make an impact in their community, transfer value and values to their family, and manage their taxes. From affluent to ultra-high net worth, whether an artist, executive, professional, or inheritor, there is a charitable strategy to consider. Learn how to develop a robust toolkit filled with both familiar and novel charitable planning solutions and why many advisors are recommending charitable lead trusts, testamentary charitable remainder trusts, testamentary charitable gift annuities, and donor-advised funds to their clients.
$80.00
Filters
Sort
display