Tomorrow: Estate Planning Strategies for the Young and Wealthy

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Estate Planning Strategies for the Young and Wealthy July   11 3 pm - 4:15 pm ET Presenter: Sean Weissbart, counsel at Morris & McVeigh LLP Credits: CPE, IRS EA, CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   The young and wealthy are not the traditional estate planning clients and advice for this special group must be tailored accordingly.  To prepare for changing life circumstances and unpredictable future tax laws over the course of these individuals' life spans, flexible strategies must be used for this enviable segment of the population.  Upon completion of the course, you'll be able to: Explain the Impact of the American Taxpayer Relief Act of 2012 on Estate Planning Describe Completed Gifts to Trusts with the Option to Force Estate Tax Inclusion Discuss Creditor Issues and Domestic Asset Protection Trusts Explain Considerations around Life Insurance Discuss the Role of Disclaimers Describe How to Maximize Annual Exclusion Gifting Learn More Register Today About The Presenter   Sean R. Weissbart is counsel at Morris & McVeigh LLP, where he represents clients on a variety of trusts and estates matters, including domestic and international estate planning, administration of trusts and estates, and all aspects of litigation in Surrogate's Court. Mr. Weissbart is also an adjunct professor of law at Fordham University School of Law, where he teaches a seminar on trusts and estates drafting. His academic and practice-driven articles have been accepted for publication in leading industry journals, including Estate Planning, The Journal of Taxation, and the ACTEC Law Journal. He is a graduate of New York University School of Law. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,000 on-demand courses Learn More Upcoming Webinars Hot Deductions: How to Maximize Dining, Travel, Electronics and the Home Office July 17 at 1 pm ET Learn More Using Form Controls in Microsoft Excel July 18 at 1 pm ET Learn More Guide to Sales Tax on Services July 18 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.