American Law Institute Continuing Legal Education (ALI-CLE) will present the webcast "Current Developments in Estate and Tax Planning 2022" on Tuesday, December 6, from noon to 1:30 p.m.
The faculty, all Fellows of The American College of Trust and Estate Counsel (ACTEC) and experienced estate and tax planning practitioners, will discuss a variety of topics that emerged this year that impact the estate planning practice, and provide planning techniques and high-level tax guidance you can utilize with your clients.
Precise topics are subject to change, but expected to include:
- Five reasons why timing is important to your estate planning right now
- Legislation and regulatory developments: New mortality rate tables, estate tax deduction limitations, Rev. Proc. 2022-32, and the Corporate Transparency Act
- New version of UFIPA
- Donor advised fund reform proposals
- Purpose trusts and Section 501(c)(4) organizations
- IRS Chief Counsel Advice 202152018
- A dozen important court decisions addressing topics such as: family limited partnerships and sales to intentionally defective grantor trusts; transfers to dynasty trusts; formula transfers and discounts for hard-to-value assets; attorney-client privilege; donor advised fund litigation; and more
Estate planners and other related professionals will benefit from this CLE on estate and tax planning developments jointly offered by ALI CLE and ACTEC. All registrants will receive a set of downloadable course materials to accompany the program.
Cost for the webcast is $249. To register, visit www.ali-cle.org.
Published: Tue, Nov 15, 2022
