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Basic Estate Planning Series

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Course book from CLE class presented on April 5, 2017. ...

$80.00 - Basic Estate Planning Series - Non-Member Price

$70.00 - Basic Estate Planning Series - Member Price

Number of pages:366
Year published:2017
Print date:2017-04-05T00:00:00
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Basic Estate Planning Series  
Course book from CLE classes presented on April 5, April 12, and April 19.
Description: This three-part series is designed both for the beginning estate planning attorney and for the general practitioner interested in acquiring basic estate planning and will-drafting expertise.

Part 1:  Planning for For Estates Under $5.49 Million
This session will focus on the basic will and estate plan for the client with an estate valued at less than the federal applicable exclusion amount, currently $5.49 million. It will review assets that may be disposed of by will, as well as factors to consider when making bequests. Faculty also will discuss estate and inheritance tax at the state level, which often has a lower threshold than the federal estate tax.  Additionally, faculty will address issues on collecting information from the client and collateral estate planning, including powers of attorney for financial matters and health care.
Faculty: Catherine Mary Rafferty, Law Offices of Catherine Mary Rafferty PLLC;  Julia O’Brien, Furey, Doolan & Abell, LLP

Part 2: Planning For Estates Over $5.49 Million
This session focuses on the will and estate plan for a married couple with a combined taxable estate over $5.49 million.  Learn the importance of focusing on both probate and non-probate assets in estate planning and the impact of the current state of Federal estate tax law on estate planning, including the use of portability.   Faculty also discuss District of Columbia, Maryland and Virginia estate taxes and the manner in which the unlimited marital deduction and the federal applicable credit amount work together to save estate taxes in the estate of the last spouse to die in states that still have an estate tax.
Faculty: Jennifer Birchfield Goode, Birchstone Moore, LLC

Part 3: Senior Surviving Spouse Planning

The concluding session will look at the will and estate plan for the senior surviving spouse with surviving children and grandchildren who has an estate in excess of the federal applicable credit amount equivalent and who may be contemplating remarriage. Faculty will review the provisions that might be included in the will and cover gifting strategies using generation-skipping, “Crummey,” qualified personal residence, and charitable trusts.
Faculty: Calvin H. Cobb III, Craighill, Mayfield, Fenwick, Cromelin & Cobb, L.L.P.


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To order materials in hard copy, please contact the D.C. Bar CLE Office at 202-626-3488. Additional charges of $20 per book will apply for printing and shipping. Please allow ten business days for books to ship.

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