Dec

    2019 Estate Planning Hot Topics

    1 PM EST

    2019 did not have any significant tax bills, but there were still significant developments. This program will cover topics such as:

    • Anti-clawback proposed regulations
    • Final Section 199A regulations
    • Qualified opportunity zone regulations
    • Tax-affecting for valuation purposes
    • Captive insurance company developments, including the IRS settlement initiative

    Select your state to learn more about the credit details and status of CLE application.

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2020

    1.50 total credit hours including

    • Substantive Law

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    2.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      12/30/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      06/11/2021

    1.80 total credit hours including

    • General

      Status:

      Applied for

      1.80 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2020

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      12/11/2022

    1.80 total credit hours including

    • General

      Status:

      Self apply

      1.80 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2022

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/11/2022

    1.80 total credit hours including

    • General

      Status:

      Reciprocity

      1.80 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

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      Applied for

      1.50 credit hours

      Available until:

      12/11/2024

    1.50 total credit hours including

    • Areas of Professional Practice

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      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

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      12/30/2020

    2.00 total credit hours including

    • General

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      2.00 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • Substantive

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      10/30/2021

    1.50 total credit hours including

    • Law & Legal Procedure

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/11/2024

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      12/11/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2020

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      12/11/2022

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    Speakers:

    • Mark Parthemer, Bessemer Trust, Palm Beach FL
    • Lester Law, Franklin Karibjanian & Law PLLC, Naples, FL

    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.

    Event Details

    Duration

    90

    Format

    Web

    Date

    Dec 12, 2019

    2019-12-12T13:00:00-05:00 2019-12-12T14:30:00-05:00 2019 Estate Planning Hot Topics

    2019 did not have any significant tax bills, but there were still significant developments. This program will cover topics such as:

    • Anti-clawback proposed regulations
    • Final Section 199A regulations
    • Qualified opportunity zone regulations
    • Tax-affecting for valuation purposes
    • Captive insurance company developments, including the IRS settlement initiative

    Speakers

    Lester Law

    Franklin Karibjanian & Law PLLC

    Mark Parthemer

    Bessemer Trust

     

    Mr. Parthemer is the Legacy Planning Regional Manager and Fiduciary Counsel - Southeast Region of Bessemer Trust.  He is a Managing Director at the firm, which is a 100+ year old wealth management firm for ultra high net worth individuals. He is a frequent national speaker for the ABA, Heckerling Institute and other organizations.  He also is a published author on taxation, estate planning, trust law, and wealth management, and writes a column for the Journal of Financial Service Professionals. 
     
    Prior to joining Bessemer Trust, Mr. Parthemer was in private law practice in Pennsylvania and Florida, most recently as a Trust and Estate partner with Duane Morris LLP. He also spent several years at PricewaterhouseCoopers and was involved in private businesses.
    Mr. Parthemer received his J. D. from The Dickinson School of Law, Penn State University, and his B.A. and B.S. degrees from Franklin and Marshall College. He is a member of the Pennsylvania and Florida Bar Associations.  He also is Vice-Chair of the Insurance & Financial Planning Committee of the American Bar Association (Real Property, Trust & Estate Law), and a member of the Palm Beach County and Florida Bar Associations, and the Florida Bankers Association (Member, Trust Division Executive Council and Chair, Trust Law Legislation Committee).  He has been an adjunct professor of accounting and finance law at Widener University School of Law and has been honored by Woodward/White as one of The Best Lawyers in America (Trust and Estates).  He has served on public company as well as numerous community and charity boards.  He is active in his church and currently serves on several national committees of his church’s denomination, including finance and investments.

    Sponsors

    Section of Real Property, Trust and Estate Law

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