Advanced Estate Planning Issues

Catalog description

Advanced study of the principles and concepts of estate planning. Topics of discussion will include the advantages, disadvantages, consequences, and risks of lifetime transfers versus transfers at death; minimization of gift and estate taxes through legal means; intergenerational wealth transfers and the impact on families; intrafamily and business succession techniques; planning for nontraditional or special needs clients; and recent case law updates on family limited partnerships and various trusts used in estate planning.