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- Audio Conference DVD's and CD's:
Flexible Estate Planning: Keys for Drafting Post-Mortem Trusts & Estates
Audio Conference Recording Price: 199.00 (U.S. Dollars) -
SUMMARY
The estate tax is looming-leaving the future of your clients unknown. When drafting a post-mortem estate, you must implement flexible trust & estate plans to protect your client’s assets & shield descendants from the various tax liabilities at stake. Join us for this 60-minute audio program where you will discover:
- Strategies to draft flexible post-mortem trust & estate plans
- Income tax & estate tax considerations to secure your client’s assets
- Asset protection & fiduciary requirements for the post-mortem estate
- How disclaimers and trust protectors provide trust flexibility
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PROGRAM BENEFITS
This live 60-minute audio conference will equip you with the knowledge to prepare for the legal obstacles that accompanies post-mortem estate planning, while shielding family members and heirs from unforeseen financial obligations.
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PROGRAM HIGHLIGHTS
- Strategies for Drafting Flexible Post-Mortem Estate Plans
- Build trust flexibility with sprinkle provisions & trust protectors
- Keys to administering & executing estate plans after death
- Techniques to planning for surviving spouses
- Use & requirement of disclaimers in estate planning
- Post-Mortem Taxation Essentials: Shielding Heirs from Liability
- Income tax elections & deductions for beneficiaries
- Opportunities to minimize income, GST & estate taxes
- Use & requirement of disclaimers in estate planning
- Specific Tools for Executing Flexbile Trust & Estate Plans
- Uniform trust act regulations: What you need to know now
- Notice requirements & asset protection during probate
- Fiduciary requirements & fees within the estate plan
- Question and Answer Session – Have Your Post-Mortem Estate Planning Questions Answered!
- Strategies for Drafting Flexible Post-Mortem Estate Plans
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SPEAKER
Jonathan H. Ellis is currently a Shareholder in the law firm of Plotnick & Ellis, P.C., where his practice focuses primarily on estate planning, estate administration, elder law and the representation of closely-held businesses.
- He has a B.S. in Accounting from Pennsylvania State University, J.D. from Widener University, and LL.M. (Taxation) from Temple University. In addition, Mr. Ellis is the author of 30 articles for Pennsylvania Tax Service Insights (LexisNexis Matthew Bender). He is also a member of the Adjunct Faculty at Villanova Law School where he teaches Family Wealth Planning.
- Mr. Ellis frequently speaks to a variety of groups, including attorneys, accountants and financial planners throughout Pennsylvania, New Jersey, Delaware and Maryland. Mr. Ellis is also the Course Planner for the PBI Courses "Use of Trusts" and "Post-Mortem Estate Planning," and a participant in Villanova University’s annual tax conference, co-sponsored with the Internal Revenue Service. He is a member of the Pennsylvania, New Jersey and Florida Bars, the Montgomery County Bar Association, and the Philadelphia Estate Planning Council.
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CLE CREDITS
Continuing Legal Education CLE credit is available for an additional $65 per person in states where teleconferences are accredited
(States currently NOT included: KS, OH) -
PROGRAM MATERIALS
The speaker's PowerPoint presentation slides are included with your audio recording purchase. All materials are accessible through the Internet and can be downloaded as a PDF file.
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PRICING
$199.00 for audio conference recording (CD or DVD) and program materials.
This is an outstanding program and therefore we offer purchasers a Money Back Guarantee. We are so confident that you will find the conference valuable that we offer a 100% money back guarantee from now until 30 days after the audio recording is shipped, making this a risk-free investment. If you should have any concerns, comments, or refund requests with this conference, please contact our customer service representatives at 800-964-6033. Audio recordings will be received approximately three weeks after the live conference.
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