Tuesday, August 20, 2019
2:00 PM - 3:00 PM
In this presentation, Amy will discuss what a life estate is, how it originated and how to create one. You will learn how to value a life estate and discuss the pros and cons of using life estate planning for medical assistance planning, estate tax planning, and general succession planning. Other topics to be covered include the income, gift, and estate tax implications of a sale or gift while retaining a life estate, the tax implications of releasing a life estate, and how to deal with a retained life estate on an estate tax return when the retained interest was sold or gifted.
– AmyAnn W. Mursu; Lakeview Trust & Estate Law, PLLC
Other discounts that may apply:
Needs-based scholarships are available for in-person and online seminars. Most scholarships awarded are 50% off the seminar price. For further information or to obtain a scholarship application, contact us at 800-759-8840 or email@example.com.
Minnesota CLE has applied to the Minnesota State Board of CLE for 1.0 standard CLE credit. The maximum number of total credits you may claim for attending this program is 1.0 credit.