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      Estate Planning Best Practices

      Estate Planning Best Practices
      CLE 90 min

      Estate Planning Best Practices

      In this webinar, panelists will discuss best practices for estate planners.

      Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Available for credit

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Available for credit

        1.50 credit hours

        Available until:

        01/23/2025

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2024

      1.50 total credit hours including

      • Substantive Law

        Status:

        Available for credit

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2026

      2.00 total credit hours including

      • General

        Status:

        Approved

        2.00 credit hours

        Available until:

        12/31/2025

      1.50 total credit hours including

      • General

        Status:

        Available for credit

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2025

      2.00 total credit hours including

      • General

        Status:

        Self apply

        2.00 credit hours

        Available until:

        07/23/2024

      1.50 total credit hours including

      • General

        Status:

        Applied for

        1.50 credit hours

        Available until:

        12/31/2023

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2025

      1.50 total credit hours including

      • General

        Status:

        Self apply

        1.50 credit hours

        Available until:

        01/23/2028

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2025

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        12/31/2024

      1.50 total credit hours including

      • General

        Status:

        Self apply

        1.50 credit hours

        Available until:

        01/23/2024

      1.50 total credit hours including

      • General

        Status:

        Self apply

        1.50 credit hours

        Available until:

        01/23/2024

      1.50 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.50 credit hours

        Available until:

        01/23/2025

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        04/14/2025

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2026

      1.80 total credit hours including

      • General

        Status:

        Available for credit

        1.80 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Self apply

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Self apply

        1.50 credit hours

        Available until:

        01/23/2025

      1.50 total credit hours including

      • General

        Status:

        Self apply

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Available for credit

        1.50 credit hours

        Available until:

        01/23/2026

      1.80 total credit hours including

      • General

        Status:

        Reciprocity

        1.80 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2028

      1.50 total credit hours including

      • Areas of Professional Practice

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Applied for

        1.50 credit hours

        Available until:

        12/31/2023

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Applied for

        1.50 credit hours

        Available until:

        12/31/2024

      2.00 total credit hours including

      • General

        Status:

        Applied for

        2.00 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • Substantive

        Status:

        Available for credit

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2025

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2025

      1.50 total credit hours including

      • General

        Status:

        Available for credit

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Self apply

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        02/29/2024

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2024

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        12/31/2023

      1.50 total credit hours including

      • General

        Status:

        Self apply

        1.50 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2026

      1.80 total credit hours including

      • General

        Status:

        Approved

        1.80 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • Law & Legal Procedure

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2028

      1.80 total credit hours including

      • General

        Status:

        Applied for

        1.80 credit hours

        Available until:

        01/23/2026

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        01/23/2024

      1.50 total credit hours including

      • General

        Status:

        Self apply

        1.50 credit hours

        Available until:

        01/23/2026

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      The panelists will cover issues ranging from common tax planning strategies and important issues to consider, to the formalities associated with signing documents reflecting the planning. This esteemed group of panelists share their insights drawing upon years of experience as well-regarded planners and trust and estate litigators. Among the topics to be covered include:


      • Choice of marital deduction formula
      • Filing an estate tax return
      • Section 754 elections
      • Gift-splitting
      • Choosing fiduciaries
      • Substance versus form
      • GRATs and installment sales
      • Decanting and modifying trusts
      • Document execution issues, including whether to staple and initial pages

      Product Details

      Speakers

      Briana Elise Loughlin, Bruce Darrell Steiner, Teresa L Bush

      Sponsors

      Section of Real Property, Trust and Estate Law

      Product Code

      RP2301TBPOLC

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