Crafting a comprehensive estate plan involves a delicate balance of thoughtful decision-making, strategic implementation, and life insurance planning. When seamlessly integrated, these plans provide a foundation of financial security for individuals and family businesses, offering peace of mind both during their lifetime and beyond. However, achieving this harmony often eludes even the most seasoned practitioners due to common and less common pitfalls in life insurance planning. Designed to empower you with the knowledge and strategies necessary to navigate these complexities effectively, this webcast highlights prevalent life insurance planning mistakes within the estate planning context and shares effective avoidance strategies to safeguard the integrity of your clients' plans and wealth.

Trusts are designed to protect beneficiaries – from themselves, other beneficiaries, creditors, and taxes. In some circumstances, it can be advantageous to designate, distribute, or appoint to another trust as a beneficiary of the primary trust. This beneficiary trust can be helpful for managing assets for minors or beneficiaries with special needs, providing asset protection, and maintaining privacy. It also allows for flexibility and customized estate planning strategies, and can be especially helpful in planning around overly broad state income taxes and source income rules that may otherwise affect the original trust or its beneficiaries. Join us for a look at the different circumstances under which you might want to name, distribute, or appoint assets to a trust as a beneficiary and the right types of trusts for each use.

Navigating the balance between estate tax avoidance and preserving basis step-up can be challenging with traditional estate planning tools. Preferred partnerships offer a solution by allowing the estate tax value to be frozen, enabling senior family members to retain income, and transferring growth to the next generation—all while preserving basis step-up for the frozen value. Additionally, equity strips can subject real estate to estate tax at the net value, with the gross value receiving a basis step-up. Register for this course and learn cleaner, more advantageous ways to meet client goals.

Session 1: How Do We Get Through This Maze? Planning for Retirement Plan Distributions for Spouse and Descendants in 2024 “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.

Session 2: Corporate Transparency Act: Recent Developments and Compliance “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.

Session 3: Timber! How to Stay out of Danger When Sophisticated Estate Planning Comes Crashing Down “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.

Session 4: Practical Partnership Solutions to Common Client Situations Session 5: The Hitchhiker's Guide to Artificial Intelligence “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.

Session 6: Planning Ahead of Anticipated Exemption Sunset “This course hit so many topics I wanted to learn more about. Well worth attending.” Whether you are new to the practice area or an established attorney, Estate Planning in Depth 2024 offers the practical and cutting-edge information you need to address what’s happening now and what’s on the horizon when planning and administering estates. Presented in a convenient one-day webcast, our expert faculty will draw on their experience to provide an advanced understanding of complex administration challenges as well as share their ideas on some of the most complex challenges estate planners currently encounter! Join us for expert insights and timely advice on the most significant laws and trends affecting estate and trust planning today. Our chairs have handpicked a lineup of currently pressing tax and non-tax topics, all addressed by a national faculty who share examples and strategies you can apply in your everyday practice.

Careful drafting is key to unlocking the transfer tax benefits offered by Grantor Retained Annuity Trusts (GRATs). Balancing the demands of client control over asset investments and distributions alongside compliance and optimal trust performance can be particularly tricky. Understanding the economics is also essential for ensuring a GRAT accomplishes the anticipated financial goals. Be empowered to expertly guide your estate planning clients by joining us for this insightful webcast. It will explore strategic planning techniques aimed at maximizing GRAT benefits while minimizing associated risks. You’ll discover the advantages of adaptable drafting strategies that accommodate evolving family and tax planning dynamics, ultimately optimizing the effectiveness of a GRAT.

Now 30 years strong, this popular, advanced program covers significant recent developments and how they affect estate planning practice. Featuring a nationally renowned faculty of estate planning lawyers, as well as Professor Emeritus Jeffrey N. Pennell, this webcast is designed for sophisticated practitioners who need to stay up-to-date on changes in the field!