Estate Planning & Probate

Estate Planning 2016: Portability

Description:

Attorney Stacy Roettger will go over Portability from the basics to the new rules and regulations. Some topics discussed include Form 706, Planning Issues, and Temporary and Final Regulations.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving

Very concise and on point. Helpful real life examples.

Good program content with excellent presentation.

The interaction of new portability rules and traditional A/B trust planning (using the credit shelter trust + a QTIP marital trust) is fascinating and complex.

Speakers/Producers

This course is no longer available for purchase.

Course InformationHighlights
  • Flexible to your schedule
  • Viewable on desktop or mobile devices
  • Discount for Estate Planning and Probate Section Members
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.