Brilliant Estate Planning You No Longer Need: Unwinding the Plan (On-Demand CLE)

    Brilliant Estate Planning You No Longer Need: Unwinding the Plan (On-Demand CLE)
    CLE 90 min

    Brilliant Estate Planning You No Longer Need: Unwinding the Plan (On-Demand CLE)

    Estate planning that was brilliant at the time may nonetheless need to be revisited because of an unexpected change in financial or family circumstances, or a shift in focus to a step-up in income tax basis on death with the increased estate tax exemption. This presentation will discuss tips and traps for unwinding estate planning vehicles that are no longer needed or that are counterproductive to current goals.

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    1.50 total credit hours including

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      Available for credit

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      04/22/2023

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      04/22/2022

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      04/22/2021

    1.50 total credit hours including

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      04/22/2023

    1.50 total credit hours including

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      04/22/2023

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      2.00 credit hours

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      12/31/2022

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      04/22/2023

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      04/22/2023

    1.50 total credit hours including

    • General

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      Approved

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      Available until:

      04/22/2023

    1.50 total credit hours including

    • General

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    1.50 total credit hours including

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      04/22/2023

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      04/22/2022

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      04/22/2023

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      04/22/2023

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      04/22/2022

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      04/22/2023

    1.80 total credit hours including

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      1.80 credit hours

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      04/22/2023

    1.50 total credit hours including

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      04/22/2023

    1.50 total credit hours including

    • General

      Status:

      Self apply

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      04/22/2022

    1.50 total credit hours including

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      Approved

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      04/22/2023

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      04/22/2023

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      04/22/2023

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      04/22/2023

    1.50 total credit hours including

    • General

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      12/31/2020

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      04/22/2021

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    • General

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      04/22/2022

    1.50 total credit hours including

    • General

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      04/22/2023

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    • General

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      Self apply

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      04/22/2023

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      04/22/2023

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      04/22/2023

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      04/22/2023

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      04/22/2022

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      04/22/2023

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      04/22/2023

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      04/22/2023

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      04/22/2021

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      Status:

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      04/22/2023

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    The panel will address:

    • Unwinding vehicles such as FLPs, CRTs, QPRTs and QTIPs
    • Releasing grantor trust powers
    • Strategies for trusts to meet changing needs and objectives

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Page Count

    55

    Product Code

    RP2004TBEOLC

    Duration

    90

    Publication Date

    4/8/2020 12:00:00 AM

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