Chicago, IL, June 4, 2019. American Law Institute Continuing Legal Education (ALI CLE) has announced that Estate Planning in Depth 2019 will be held on June 17-21, in Chicago, IL – a new venue after many years of being held in Wisconsin. This...
Estate Planning Articles
Latest Wealth Planning and Tax Strategies for Large Estates
American Law Institute Continuing Legal Education (ALI CLE) has announced that Planning Techniques for Large Estates will be held on April 3-5, in Scottsdale, Arizona after two years away at other locations. This year’s wealth planning conference...
Real Estate-Driven Industries and Their Impact On Real Estate Agreements and Acquisitions
Colorado is high, having more peaks within its borders than any other state. Wyoming is wide, with the breadth of the plains between the Bighorns and the Grand Tetons. California is handsome, with a splendor of success. It takes all three...
Estate Planning for Modern Families
As the traditional nuclear family has changed because of evolving social and legal norms and scientific and technological developments, estate planners must be prepared both for issue spotting and thoughtful problem solving with regard to issues...
Income Tax Savings from Charitable Use of Retirement Assets
Professor Christopher Hoyt from University of Missouri-Kansas City discusses tax saving strategies. What strategies work best, and what are the most common problems estate planners encounter? What actions can be taken to overcome the challenges and...
Estate Planners Who Represent Family Business Owners To Examine Tax Reform, Proposed Regulations, and More
Estate Planning for the Family Business Owner will feature a prestigious faculty composed of some of the most experienced, prolific, and talented practitioners in estate planning, tax, insurance, and employee benefits, who will offer the latest...
International Trust and Estate Planning Strategies to be Explored at Upcoming ALI CLE Conference
San Francisco, September 11, 2018. American Law Institute Continuing Legal Education (ALI CLE) has announced that International Trust and Estate Planning 2018 will be held on November 1 - 2, 2018, in San Francisco, California. This annual...
Down the Rabbit Hole: Estate Planners Hunt for New Techniques
Estate planners eager to help their clients make the most of the temporarily doubled estate and gift tax exemption have a daunting array of planning techniques to pick from with no one-size-fits-all solutions. “We’ve got a whole bunch of options...
Non-Grantor Trusts May Sneak Services Into Passthrough Deduction
The exclusion of several professional service fields from the benefits of the new pass-through deduction left many professionals dismayed, but non-grantor trusts could help bypass that obstacle. Grantor trusts have been the entity of choice for...