Description
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.
This year's topics:
> How Do We Get Through This Maze? Planning for Retirement Plan Distributions for Spouse and Descendants in 2024
This session will look at retirement benefits in light of the SECURE Act, proposed regulations, SECURE 2.0 and other IRS guidance.
> Corporate Transparency Act: Recent Developments and Compliance
This panel will review disclosure requirements for the Corporate Transparency Act (CTA).
> Timber! How to Stay Out of Danger When Sophisticated Estate Planning Comes Crashing Down
This session will look at various techniques, discuss their intended purposes, and explore fact patterns leading to failure.
> Practical Partnership Solutions to Common Client Situations
This presentation will discuss flexible planning ideas for entities taxed as a partnership (or disregarded entity) regarding Subchapter K of the Code.
> The Hitchhiker's Guide to Artificial Intelligence
Our presenter will review the development of artificial intelligence, the ethical concerns in using artificial intelligence, and what problems we should anticipate with our staff and clients with our expanded use of artificial intelligence.
> Planning Ahead of Anticipated Exemption Sunset
This panel will address certain planning strategies for locking in exemptions and additional considerations for planning with flexibility when considering the TCJA bonus exemptions that are scheduled to sunset at the end of 2025.
This program is designed for professionals seeking a better understanding of complex matters related to trusts and estates law, wealth transfer taxation, and estate planning.