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Probate Strategies When Nonresident/Non-Citizen Decedents Own U.S. Assets: Legal, Tax, and...
April 28, 2020 CLE CLE On-Demand, Download

This CLE course will provide estate planning counsel with a review of critical issues that arise when a nonresident decedent's estate owns assets in the United States. The panel will explain the practical challenges in obtaining original or ancillary probate or administration, potential conflicts be... Read More

Estate Planning Update for 2014
Leveraging ATRA for Asset Protection Planning and Gifting Opportunities
January 28, 2014 CLE, CPE CLE On-Demand, Download

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. Read More

Post-Mortem Estate Planning Complexities
Strategies for Leveraging Changes in Circumstance and Correcting Costly Omissions in the D...
December 10, 2013 CLE

This CLE course will expand estate planning counsel's knowledge of post-mortem planning issues and techniques to allow for the smooth transition of assets to intended beneficiaries. Our experienced panelists will discuss the required filings, review tax issues related to federal and state estate tax... Read More

Estate Administration: Opening and Closing the Estate and Resolving Related Issues
Managing Fiduciary Powers and Duties, Distribution of Assets, Claims Against the Estate, a...
August 14, 2012 CLE CLE On-Demand, Download

This CLE course will provide estate planning counsel with a review of issues involved in estate administration. The panel will outline best practices for managing jurisdiction and venue; opening the estate; distributing assets; dealing with claims against the estate, tax and valuation issues; and cl... Read More