Do You Know Where the Traps Are Hidden
for Estate Planners in 2012?
(and, more importantly, how to avoid them?)
As in any other year, there are current trends and developments in estate planning that can present big traps - - and liability exposure - - for the unwary!
You need to keep informed, so you can properly advise clients and carefully draft documents.
For example, you need to know…
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Given current tax legislation uncertainty, how do you infuse more flexibility into your clients’ planning and documents?
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How do annuities and life insurance still accomplish important planning goals?
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How do you properly use powers of appointment as incredibly flexible and important planning tools?
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How can you fix bad or out-of-date trusts (even irrevocable ones) after the fact?
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How to properly use - - or not use - - portability? (There are lots of devilish details and planning conclusions that are not what logic would lead you to!)
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With the IRS expanding its gift tax audit net, what can you do to minimize the likelihood of your client getting ensnared?
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What are the overlooked GST planning options and pitfalls that you should be considering in case the exemption is really reduced?
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How you can better plan trusts to minimize the potential state income tax burden?
Join us and nationally renowned tax and estate planning CPA and attorney, Martin M. Shenkman, for an “in the trenches”, practical approach to these and other current issues in a 90-minute program entitled, “Recent Developments in Estate Planning: Special Traps and Tips to Avoid Them.”
PROGRAM DETAILS:
Title: Recent Developments in Estate Planning: Special Traps and Tips to Avoid Them
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Martin M. Shenkman, Esq., CPA, MBA
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc. and Martin M. Shenkman are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc. and Martin M. Shenkman. |