Planning Techniques for Large Estates 2024

Mar 29, 2024 | ALI CLE, Estate Planning

Planning Techniques for Large Estates 2024 – the premiere program for estate planning practitioners and advisors working in the high and ultra-high-net-worth space – is taking place on April 25, 2024 via webcast.

ALI CLE | Learn more about our upcoming premium webcast: Planning Techniques for Large Estates 2024 | April 25, 2024 | A high rise building filled with wall to wall windows peaking through the text. Featuring program Planning Chairs Michael Gordon and Kim Kamin.

Planning Techniques for Large Estates 2024 specifically addresses the complex planning needs of clients with significant wealth, including those with family offices.

This year’s program has been refreshed to focus exclusively on strategies for creating and implementing estate plans that minimize transfer taxes and preserve wealth for future generations. Our chairs have assembled a stellar faculty and curated a selection of advanced topics not regularly covered at other estate planning programs. 

Hear the latest trends and gain sophisticated approaches regarding:

  • Use and structure of directed trusts
  • Tax benefits of qualified small business stock (QSBS)
  • The Corporate Transparency Act for family offices and private trust companies
  • Choosing jurisdictions for dynasty trusts
  • What client advisors need to know about Chapter 14 and Sections 2036 and 2038
  • Gift tax return audit checklist for pre-sunset exemption gifting

Join us for an information-packed program specifically tailored to the interests of experienced professionals advising and handling large and complex estates.

Join us for our upcoming program, Planning Techniques for Large Estates 2024, via live webcast on April 25, 2024! To learn more about this program and to register for the full day or half-day webcast, click here.