LexisNexis®
University

Planning Techniques for Large Estates 2022- Part 1

Content Provider
American Law Institute CLE
Product
CLE
Run Time
61 Minutes
Recording Date
05/19/2022
Presenter(s)
Raj Malviya, Jeanne Newlon
Learning Method
On-Demand Training
Practice Area
Estate Planning and Elder Law
Persona
CLE OnDemand

Price $219.00

Registration Closed

Description

This course is updated yearly and tailored to the unique perspective of large estate planners. Included Topic: Grantor Trust Planning Tips and Traps This program will provide a refresher on the grantor trust rules and highlight planning tips and traps including: which grantor trust powers are best to use?; provide sample language for the commonly used grantor trust powers; explain toggling of grantor trusts – and should we be able to toggle back on?; highlight potential pitfalls of grantor trust planning

Literature

State Status Total Credits Type Of Credit Approved Thru
AlaskaApproved1.00GeneralOn-going
ArizonaApproved1.00GeneralOn-going
ArkansasApproved1.00GeneralOn-going
CaliforniaApproved1.00Participatory05/18/2027
ColoradoApproved1.00General12/31/2024
ConnecticutApproved1.00GeneralOn-going
IdahoApproved1.00General05/18/2027
MaineApproved1.00General09/29/2024
MissouriApproved1.20GeneralOn-going
MontanaApproved1.00General05/18/2025
NevadaApproved1.00General12/31/2025
New HampshireApproved1.00General05/18/2025
New JerseyApproved1.00GeneralOn-going
New MexicoApproved1.00General05/18/2027
New YorkApproved1.00SkillsOn-going
North CarolinaPending State Response0.00
North DakotaApproved1.00General05/18/2025
OregonApproved1.00General05/18/2025
UtahPending State Response0.00
VermontApproved1.00GeneralOn-going
WashingtonApproved1.00General05/18/2027
West VirginiaApproved1.22GeneralOn-going
WisconsinApproved1.00GeneralOn-going
WyomingPending State Response0.00

Speakers