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An Estate Planner's Guide to Buy-Sell Agreements for the Closely Held Business, Fourth Edition
The Mathematics of Estate Planning - Part Two
The Mathematics of Estate Planning - Part Two
The second part of this eCLE series, our panelists will demonstrate how best to evaluate a number of highly effective estate tax planning strategies in the context of sample client scenarios.
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04/10/2027
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Estate planning has always involved trade-offs - income tax versus estate tax savings, retained access versus wealth transfer, etc. But never before have the stakes been higher as clients consider making sizeable gifts prior to the 2026 sunset of the current applicable exclusion amount. To select an approach that best fits a client's goals and circumstances, practitioners may want to "run the numbers" not only on a strategy's estate tax savings but also its potential impact on a client's liquidity needs and overall financial picture.
In Part 2 of this eCLE, panelists will address the best use of:
- Additional "appreciation-only" transactions, such as private annuities and grantor retained annuity trusts
- Charitable planning strategies, including charitable lead trusts and charitable remainder trusts created during life and at death
- Life insurance to amplify wealth transfer
The ABA will seek 1.5 hours of CLE credit in 60-minute states, and 1.8 hours of CLE credit for this program in 50-minute states. Credit hours are estimated and are subject to each state's approval and credit rounding rules. Please visit www.americanbar.org/mcle for general information on CLE at the ABA.
Product Details
Speakers
Product Code
RP2404TME2OLC
Duration
90
Publication Date
4/11/2024 12:00:00 AM
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