Estate and Financial Planning Considerations that May Change How We Practice

Accreditation Wreath Icon AL
SKU: EST4200
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Permanent higher exemptions, an aging population and evolving case law are providing new perspectives on estate and financial planning. These transformations as well as a range of new planning ideas they have given rise to will all be discussed in this comprehensive CLE program which will revolutionize how you practice estate planning. The course will include new perspectives on domicile, on gifting, including practical, legal, financial and drafting consideration, debunking the myth of the "U" shaped charitable giving curve and what it means to practitioners and other areas which will enable practitioners to present new avenues to their clients.
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