Planning Techniques for Large Estates 2025 – the ultimate source of CLE for attorneys working with ultra-high-net-worth and family office clients – is taking place on May 14, 2025, via live webcast.
Planning Techniques for Large Estates 2025, cosponsored by The American College of Trust and Estate Counsel, is the ultimate source of CLE for attorneys working with large estates, family offices, and ultra-wealthy clients, whether in private practice or in-house roles.
This program features a curriculum that offers insights and actionable strategies to help you craft estate plans that safeguard and grow wealth across generations. Get cutting-edge insights on possible policy changes under the new presidential administration and Congress—ensuring you’re prepared to navigate their impact on your clients and their estates.
Updated yearly to meet the demands of for attorneys who work with large estates, family offices, and ultra-high-net-worth clients, whether in practice or in house, this premier program is designed to address the complexities of wealth transfer, tax minimization, and family office integration.
Hear the latest trends and sophisticated approaches regarding:
- Emerging Trends in Family Offices: Strategies for modern governance and wealth management
- Navigating Grantor Trust Issues: Key considerations and compliance updates
- Crafting Effective Letters of Wishes: Communicating client intentions clearly and effectively
- Modifying GST-Exempt Trusts: Advanced techniques for adapting to changing circumstances
- Professional Investor Principals: Best practices for managing investments within estate plans
- Ethical Challenges in Wealth 3.0: Addressing evolving responsibilities for today’s estate planning lawyers
And so much more!
Don’t miss the most valuable opportunity in 2025 to get the tools you need to advise your clients on the latest wealth planning and tax strategies. Register today!
Join us for our upcoming program, Planning Techniques for Large Estates 2025, via live webcast, on May 14, 2025! To learn more about this program and to register for the live webcast, click here.
To find our more about ALI CLE’s in-person courses or webcasts, or to check out on-demand CLE, click here.