American Law Institute Continuing Legal Education (ALI CLE) has announced that Planning Techniques for Large Estates 2020 will be held on April 29-May 1, 2020 in Scottsdale, AZ. This year’s course provides the latest updates and planning strategies...
Estate Planning Articles
Estate Planners Gain Precedent on Passthrough Valuation Maneuver
Estate planners should heap praise on a recent Tax Court holding that cracked open a door on a technique long viewed as sealed shut on allowing taxpayers to discount earnings from a passthrough entity. Estate Planners Gain Precedent on Passthrough...
Taxpayers Advised to ‘Clear the Decks’ of Partnership Interests
Taxpayers with questionable limited partnership interests that might ultimately trigger unwanted inclusion in an estate may want to take advantage of the doubled estate tax exemption now to save themselves trouble later. Taxpayers Advised to 'Clear...
National Estate Planning Awareness Week: What Is It?
Did you know that there is an entire week dedicated to the advancement of estate planning? ALI CLE Celebrates National Estate Planning Awareness Week - October 21 - 27, 2019 National Estate Planning Awareness Week was established in 2008, initially...
Uncertain Times Revive Interest In Charitable Gift Annuities
by Jonathan Curry A long-overlooked charitable giving tax planning technique is getting renewed attention amid growing concern over the direction of the economy and the recent decline in charitable giving overall. “I was in the school of estate...
International Trust and Estate Planning 2019
Washington, D.C., September 27, 2019. American Law Institute Continuing Legal Education (ALI CLE) has announced that International Trust and Estate Planning 2019 will be held on November 14-15, in Washington, D.C. Both new and experienced lawyers...
Estate Planning for the Family Business Owner 2019 to be Held in Phoenix
Phoenix, AZ, August 28, 2019. American Law Institute Continuing Legal Education (ALI CLE) has announced that Estate Planning for the Family Business Owner 2019 will be held on October 24-25, in Phoenix, Arizona. This year’s conference addresses the...
Estate Planning for U.S. Citizens/Residents with International Assets (Part 1)
In our increasingly global society, estate planning is important, if not essential, for U.S. persons with ties to non-U.S. countries or international assets, especially during certain critical junctures and life altering events (i.e., immigration...
Representing Estate and Trust Beneficiaries and Fiduciaries 2019
Boston, MA, June 27, 2019. American Law Institute Continuing Legal Education (ALI CLE) has announced that Representing Estate and Trust Beneficiaries and Fiduciaries 2019 will be held on July 18-19, in Boston, Massachusetts. This year’s conference...