Advanced Estate Planning

Name: Advanced Estate Planning
SKU: EB25164
Price: 45.00 USD
Availability: InStock
Rating: 4.47 (86 reviews)

This program will cover the following presentations:

Beneficiary Defective Whats?!: Provide a high level overview along with the nuts and bolts of BDITs/BDOTs.
Charitable Gift Trusts: Provide an overview of charitable lead trusts and charitable remainder trusts, including drafting considerations and pitfalls, tax implications, and funding issues.
Hot Topics in Advanced Estate Planning: An overview of some of the important planning considerations in 2025

Chairs:
Shawn Garner, Deason Garner & Hanson
Brent Nelson, Rimon, P.C.

Faculty:
Katie Callaway, Fennemore Craig PC
Samuel DiPietro CPA, Spencer Fane LLP
Brent Nelson, Rimon, P.C.

Format	Title	File Size	Page Count
.pdf	Advanced Estate Planning	4.23 MB	139

	Laura M "It droned on a bit in the middle but, then again, this is a dry subject. "
	Janneth C "Very helpful"
	Luke R "Good slides to help the hearing impaired."
	Michael F "Good job covering difficult material"
	Robby A "First 2 topics were not applicable to 90% of the practices"
	Joseph M "it was good"
	Laura S "Speakers were obviously smart and well versed in their subject matter. They each seemed to speak easily about complex issues; it was impressive."
	Roger S "Speaker quality and knowledge and quality of materials"
	ReNae N "The CLE was advanced on topics that are relevant."
	Benjamin B "Good technical information for planning."