Estate Planning & Probate

Estate Planning & Probate Forum 2025: Reality - Uncertainty – Navigating your Planning Strategy

Description:

The reality is that everything is uncertain, especially with estate planning in today’s environment. Death and taxes may be certain, but there are tools you can use to navigate constant change. This presentation provides actionable ideas including disclaimers; filing an estate tax return to protect unused federal tax exemptions; the creative use of non-judicial settlement agreements for estates and trusts; and the use of QTIP elections and other guidance.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving.

 

I learned a lot about disclaimers and different techniques we can add into our estate planning practice. This has been one of my favorite CLEs yet.

This was informative and brought together concepts mentioned in other courses.

Speakers/Producers


This course is no longer available for purchase.