What Estate Planners Should Know About Life Insurance

What Estate Planners Should Know About Life Insurance — CLE 90 min

Life insurance is powerful estate and business planning tool. To use it effectively, attorneys should know more than the basics. This program covers the requirements to be treated as life insurance for tax purposes, different types of life insurance, income tax treatment and traps, and the estate and gift treatment. Not understanding life insurance can create problems for clients and attorneys.

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

05/20/2029

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2025

1.50 total credit hours including

Substantive Law

Status:

Available for credit

1.50 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2027

2.00 total credit hours including

General

Status:

Approved

2.00 credit hours

Available until:

12/31/2026

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

05/20/2025

2.00 total credit hours including

General

Status:

Approved

2.00 credit hours

Available until:

11/30/2025

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

05/20/2027

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:

Approved

1.50 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2026

1.50 total credit hours including

General

Status:

Applied for upon completion

1.50 credit hours

Available until:

05/20/2029

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2026

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:

Applied for

1.50 credit hours

Available until:

05/20/2029

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

09/18/2025

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

06/30/2025

1.50 total credit hours including

General

Status:

Applied for upon completion

1.50 credit hours

Available until:

05/20/2029

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

05/20/2026

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2026

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

05/20/2027

1.80 total credit hours including

General

Status:

Available for credit

1.80 credit hours

Available until:

05/20/2029

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

05/20/2029

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

05/20/2026

1.50 total credit hours including

General

Status:

Applied for upon completion

1.50 credit hours

Available until:

12/31/2027

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

05/20/2027

1.80 total credit hours including

General

Status:

Reciprocity

1.80 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2029

1.50 total credit hours including

Areas of Professional Practice

Status:

Approved

1.50 credit hours

Available until:

05/20/2027

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:

Approved

1.50 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2027

1.80 total credit hours including

substantive legal education and skills development

Status:

Available for credit

1.80 credit hours

Available until:

05/20/2028

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

12/31/2025

2.00 total credit hours including

General

Status:

Approved

2.00 credit hours

Available until:

05/20/2027

1.50 total credit hours including

Substantive

Status:

Available for credit

1.50 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Applied for upon completion

1.50 credit hours

Available until:

05/20/2029

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2026

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2026

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

06/30/2025

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

12/31/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2025

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/30/2025

1.50 total credit hours including

General

Status:

Applied for upon completion

1.50 credit hours

Available until:

05/21/2026

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2027

1.80 total credit hours including

General

Status:

Approved

1.80 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

10/31/2024

1.50 total credit hours including

Law & Legal Procedure

Status:

Approved

1.50 credit hours

Available until:

05/20/2029

1.80 total credit hours including

General

Status:

Approved

1.80 credit hours

Available until:

05/20/2027

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

05/20/2025

1.50 total credit hours including

General

Status:

Applied for upon completion

1.50 credit hours

Available until:

04/09/2029

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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.

Speakers

Bruce A Tannahill, Melisa Seyhun

Sponsors

Section of Real Property, Trust and Estate Law

Product Code

RP2405TLIOLC

Duration

90

Publication Date

5/21/2024 12:00:00 AM

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