Estate Planning Update for 2014
Leveraging ATRA for Asset Protection Planning and Gifting Opportunities
Recording of a 90-minute CLE/CPE webinar with Q&A
This CLE course will discuss the impact ATRA has had on estate planning strategies during its first year. The panel will explain how the higher exemption gives estate planners an array of new tools and approaches and a new primary focus on asset protection planning rather than estate tax reduction.
- Overview of ATRA
- Restating marital and nonmarital trusts as disclaimer trusts
- Impact of portability
- Asset protection planning opportunities
- Trust administration options
The panel will review these and other key questions:
- How does ATRA redirect the focus for estate planning?
- What asset protection and wealth preservation strategies should be considered in light of ATRA?
- What are the advantages of restating marital and nonmarital trusts as disclaimer trusts?
- How can clients benefit from gifting as an asset protection tool?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Bruce D. Steiner
Kleinberg Kaplan Wolff & Cohen
Mr. Steiner has over 35 years of experience in the areas of taxation, estate planning, business succession planning and... | Read More
Mr. Steiner has over 35 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals. He also writes for, and has been quoted in numerous publications on trust, estate, probate, and tax matters. Mr. Steiner was named a New York Super Lawyer in 2010 through 2016. He is admitted to the New York, New Jersey and Florida bars.Close
Scott K. Tippett
The Tippett Law Firm
Mr. Tippett's practice focuses on wealth law, as a comprehensive and integrated approach to domestic and... | Read More
Mr. Tippett's practice focuses on wealth law, as a comprehensive and integrated approach to domestic and international estate planning, asset protection planning, business matters, and tax issues. He is the principal author of The North Carolina Wealth Law Counselor and The Wealth Lawyer, informative blogs dedicated to wealth law, estate planning, and asset protection planning issues.Close