ESTATE PLANNING STRATEGIES FOR A PANDEMIC
Live Webcast Seminar
ITEM #:  1237012101   |   EVENT CODE:  360552    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$65.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Tuesday, June 22, 2021

12:00 PM - 1:00 PM

Estate Planning Strategies for a Pandemic: Leveraging Uncertainty in a Locked-Down World

The Covid-19 pandemic has changed nearly every aspect of "business as usual," and estate planning is no exception. In this one-hour course, we will survey major changes that have occurred in the wealth transfer landscape, discuss anticipated alterations to the federal estate tax regime, and look at options for helping clients navigate this unprecedented environment. Specific topics addressed will include: (1) counseling clients on tax and economic uncertainty; and (2) leveraging lifetime transfer techniques for historically low interest rates, such as intra-family loans, spousal lifetime access trusts (“SLATs”), grantor retained annuity trusts (“GRATs”), and installment sales to intentionally defective grantor trusts (“IDGTs”).

– James R. Thomson; Lathrop GPM LLP
– Kara P. Gray; Lathrop GPM LLP


Webcast also included in the following webcast package(s):

June Webcast Extravaganza

$65

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

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.

STANDARD PRICE
$65.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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