Transfer Tax

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In the current regulatory and economic environment, estate planning has become more challenging. Teams of wealth management executives trust officers, attorneys, accountants, insurance executives and financial planners all work very diligently to help manage and maximize their client’s estates. This live webcast, produced by The Knowledge Group, will help Estate planning professionals be in the know with respect to Estate Planning in this current environment. Among the items discussed will be:

    - Solid foundations in Estate Planning
    - Contemporary planning methodologies
    - Up-to-the-minute regulatory updates
    - Tax and non-tax issues for closely held businesses
    - GRATS, Life Insurance

Join this 2-hour LIVE Webcast by The Knowledge Group where a panel of key thought leaders will help you understand the most critical elements related to Estate Planning in 2010. The audience will also have the opportunity to ask questions, live. Reserve now as slots are limited! Click the “Register” button below to enrol.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 103962
Recording Fee: $299 (Please click here for details)
NASBA Sponsor Number: 109004

 

Featured Speakers for Estate Planning in 2010 LIVE Webcast:


Proposed Agenda (click here to view more)
SEGMENT 1:


Abby Wool Landon, Shareholder,
Bullivant Houser Bailey PC.

- Drafting Trust provisions that protect your client’s objectives over time, accommodate uncertainty   including changes in state and federal law as well as family circumstances
- Including Use and Expansion of Trust Protector provisions, with a discussion regarding the lengths   and limits of the provisions
- Ambiguity of Notice Provisions in Uniform Trust Code Act States

SEGMENT 2:


Charles Bender,Attorney at Law ,
Fox Rothschild LLP

- 2010 - Estate planning in an uncertain environment
     - Estate planning with no estate tax
     - Taxable gifts in 2010
     - GST planning with no GST tax
     - Drafting wills and trust in light of estate tax uncertainty
- 2010 - Estate administration in an uncertain environment
     - Administering estates without knowing if there is a federal estate tax
     - Using disclaimers to deal with uncertainty in the law
- Estate Planning Across State Lines
     - Strategies for decoupled states
     - Domicile planning

SEGMENT 3:


Linda L. Snelling, Partner,
Hinshaw & Culbertson LLP

- Risks Due to Fraud
- Risks Due to Market Volatility



Bullivant Houser Bailey PC.
Abby Wool Landon
Shareholder
speaker bio »»


Fox Rothschild LLP
Charles Bender
Partner
speaker bio »»

Hinshaw & Culbertson LLP
Linda L. Snelling
Partner
speaker bio »»

Who Should Attend?

- Accountants
- Tax Attorneys/Consultants
- Attorneys specializing on Wealth Planning Practice; Trust & Estate and Private Client
- Wealth Management Executives
- Trust Officers
- Insurance Executives
- Financial Planners

Why Attend?

This is a must attend event for highly affected professionals who would like to have better understanding and alleviate confusion on the issues of Transfer Tax in 2010 Skipping Generations
    - Detailed guidance explained by the most qualified key leaders & experts
    - Hear directly from key regulators & thought leaders
    - Interact directly with panel during Q&A

Registration Information:                                                                                                                                    


Disclaimer:
Please note, the event date is firm although it may be subject to change. Please click here for details.

 

 

 

 


Estate Planning in 2010
LIVE Webcast
Speaker Firms:







 

The Knowledge Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


 

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org

Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml



 
Enrolled Agents Sponsor ID Number: 760

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.