Self Study Estate Planning Bundle Includes:

• $29

  The Secure ACT: Five Key Considerations

  General Credits: 1.2

  This CLE course will explain the SECURE Act (Setting Every Community Up For Retirement Enhancement) and its impact on the nation’s retirement system. The course will address the five main focus areas of the SECURE Act and how, as an attorney, the law may affect your financial plan. The cour...

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• $55

  GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

  General Credits: 1.6

  The CCA 202152018, released at the end of 2021, addresses the valuation challenge regarding the consideration that should be given to a potential sale when valuing an asset. Its impact on grantor retained annuity trusts (GRATs) and how an appraiser valuates the implications of a potential sale from...

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• $55

  Split-Dollar Life Insurance Planning After the Levine Case

  General Credits: 1.5

  In Marion Levine v. Commr. 158 T.C., a resounding victory was recently given to a taxpayer who pursued what many view as an aggressive spit-dollar life insurance plan for the purpose of minimizing estate taxes. This CLE course will explain the case and split-dollar planning as well as review prior...

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• $55

  Estate Planning for Attorneys Who Help Business Owners

  General Credits: 1.8

  Clients who own small businesses have particular needs and concerns with regards to estate planning. This CLE course will prepare estate planning attorneys to serve those clients as part of their overall estate planning. The course will go far beyond the issue of wills and delve into operations...

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