Apr

08

Basic & Advanced Intra-Family Techniques to Utilize the Exemption Before It Expires

1 PM EDT

Many project the federal estate tax exemption will fall to a much lower amount under the Biden Administration. This change in law has prompted many to transfer wealth to family members in various forms. This esteemed panel will cover basic techniques such as intra-family loans and sales, as well as the Grantor Retained Interest Partnership.

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2022

1.50 total credit hours including

Substantive Law

Status:

Available for credit

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2024

2.00 total credit hours including

General

Status:

Applied for

2.00 credit hours

Available until:

12/30/2023

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

04/07/2024

2.00 total credit hours including

General

Status:

Self apply

2.00 credit hours

Available until:

10/07/2022

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

04/07/2026

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for upon completion

1.50 credit hours

Available until:

04/07/2022

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2022

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

06/30/2021

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

04/07/2024

1.80 total credit hours including

General

Status:

Self apply

1.80 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.80 total credit hours including

General

Status:

Applied for

1.80 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

04/07/2024

1.80 total credit hours including

General

Status:

Reciprocity

1.80 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2026

1.50 total credit hours including

Areas of Professional Practice

Status:

Approved

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

12/31/2021

2.00 total credit hours including

General

Status:

Applied for

2.00 credit hours

Available until:

04/07/2024

1.50 total credit hours including

Substantive

Status:

Available for credit

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Available for credit

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2023

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Applied for

1.50 credit hours

Available until:

10/31/2021

1.50 total credit hours including

Law & Legal Procedure

Status:

Applied for

1.50 credit hours

Available until:

04/07/2026

1.80 total credit hours including

General

Status:

Applied for

1.80 credit hours

Available until:

04/07/2024

1.50 total credit hours including

General

Status:

Approved

1.50 credit hours

Available until:

04/07/2022

1.50 total credit hours including

General

Status:

Self apply

1.50 credit hours

Available until:

04/07/2024

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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 americanbar.org/mcle for general information on CLE at the ABA.

Duration

90

Format

Web

Date

Apr 08, 2021

2021-04-08T13:00:00-04:00 2021-04-08T14:30:00-04:00 Basic & Advanced Intra-Family Techniques to Utilize the Exemption Before It Expires Many project the federal estate tax exemption will fall to a much lower amount under the Biden Administration. This change in law has prompted many to transfer wealth to family members in various forms. This esteemed panel will cover basic techniques such as intra-family loans and sales, as well as the Grantor Retained Interest Partnership.

Jonathan Blattmachr

Interactive Legal

Mary O'Reilly

Meltzer Lippe Goldstein & Breitstone LLP

Stephen Breitstone

Meltzer Lippe Goldstein & Breitstone LLP

Teresa Bush

InterActive Legal

Section of Real Property, Trust and Estate Law

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Form 990 & Current Issues Affecting Tax-Exempt Organizations (On-Demand CLE)

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Maximizing Social Security Benefits for You and Your Clients (De-mystifying the Black Box of Social Security Retirement Benefits) [CC] — CLE 90 min

Audio and Video | On-Demand CLE

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