Latest Wealth Planning and Tax Strategies for Large Estates

Jan 29, 2019 | Estate Planning, International Practice

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 welcomes a new planning chair, Joshua E. Husbands, partner at Holland & Knight LLP in Portland, Oregon. Husbands serves as general counsel for private companies and their owners, representing clients in an array of tax, business succession, and estate planning matters.

As one of the highest rated estate planning programs, this conference outlines the tools needed to protect wealthy clients’ assets in life and death, while minimizing estate taxes, creditor claims, and disputes among heirs. High net worth clients have specialized needs and the process of transferring wealth and navigating tax issues continues to be complex and technically demanding.

Conference topics include:

  • Sales to IDITs, GRATS, etc.
  • Life insurance as an integral part of a well thought-out estate plan
  • Best ways to pass assets using GST
  • Incorporating trusts into retirement plans
  • Advantages of charitable giving

    Planning techniques for Large Estates 2019

“The fog created by the enactment of the 2017 Tax Act has started to clear, although uncertainty remains. This program will provide insight regarding planning and administration of large estates in today’s legal and tax environment, including techniques to consider. Join us as preeminent speakers from across the United States discuss up to the minute developments and thoughts to help guide you with planning related to business entities, retirement assets, basis adjustment, life insurance, sales to GRATs and IDGTs, effective use of the GST tax exemption, and much more,” said co-chair, Melissa Willms.

To learn more about this program and to register for the in-person course or webcast, click here.