Marital Estate Planning After Tax Reform
Tax implications and estate planning tips
- Product Number: 2180188RBC
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
The concept of portability of estate and gift tax exemption has transformed estate planning. Recent federal tax changes impact states vastly differently. An estate planning attorney must consider whether utilizing portability or a conventional by-pass trust structure may make more sense. The panel of experienced practitioners provides insight into the significance of portability as it affects all estate planning going forward.
This program focuses on how to plan for portability without giving up the potential benefits of a conventional estate plan. Learn ways to take advantage of the increased lifetime exemption to reduce the overall transfer tax burden.
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Agenda
Agenda & Materials
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9:00- 9:10 am
Welcome and Introduction
on demand video Add to Cart -
9:10 - 9:40 am
Martial Estate Planning Today
on demand video Add to Cart- 2017 Tax Reform Act
- Portability
- Massachusetts Estate Tax
Marc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
Geoffrey M. Mason, Esq., Ropes & Gray LLP, Private Client Group , Boston
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9:40 - 10:25 am
Approaches to Martial Planning
on demand video Add to Cart- Traditional Planning- the Credit Shelter Trust
- Portability
Marc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
Geoffrey M. Mason, Esq., Ropes & Gray LLP, Private Client Group , Boston
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10:25 - 10:40 am
Networking and Refreshment Break
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10:40 - 10:55 am
Approaches to Martial Planning (continued)
on demand video Add to CartMarc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
Geoffrey M. Mason, Esq., Ropes & Gray LLP, Private Client Group , Boston
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10:55 - 11:20 am
Planning for Flexbility
on demand video Add to CartMarc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
Geoffrey M. Mason, Esq., Ropes & Gray LLP, Private Client Group , Boston
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11:20 - 11:50 am
Discussion-Scenarios 1, 2 and 3
on demand video Add to CartMarc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
Geoffrey M. Mason, Esq., Ropes & Gray LLP, Private Client Group , Boston
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11:50 - 12:00 pm
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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