See Credit Details Below
Overview
Why You Should Attend
PLI’s 55th Annual Estate Planning Institute with Sanford “Sandy” Schlesinger is considered essential legal training by those engaged in sophisticated estate and tax planning practice. Our faculty not only provide instruction in the foundational elements of estate and tax planning, they also expertly guide attendees through important I.R.S. regulatory updates while explaining beneficial tax structures and uniquely successful short- and long-term financial strategies for high net-worth clients. This comprehensive approach by engaging instructors has made this two-day program a staple in successful legal practice for decades.
Among the many exciting features of this year’s program are new segments on Corporate Transparency Act (CTA) compliance, using generative artificial intelligence (AI) tools, tax mitigation through charitable planning for private equity and hedge fund clients, art business planning, Chapter 14 considerations, and ethical issues faced by attorneys acting as trustees or as advisors to a trustee of a life insurance trust.
What You Will Learn
After completing this program, participants will be able to:
- Plan ahead for the sunset of certain provisions of the 2017 Tax Act
- Update your approach to planning for advanced age life stages and clients with disabilities
- Elevate your practice with generative AI
- Preview 2025 Green Book proposals
- Compare strategies in planning with grantor trusts
- Explore a fiduciary’s responsibilities with respect to trust-owned life insurance
- Ensure clients’ compliance with the Corporate Transparency Act
- Consider charitable planning options for private equity and hedge fund clients
- Update your understanding of income and transfer tax treatment for estates
- Structure plans for art businesses
- Hear about conduct and omissions in estate planning that would amount to malpractice
- Earn two hours of legal ethics credit
Who Should Attend
Attorneys, financial consultants, and other professionals advising high net worth clients on estate planning including transfer tax matters will benefit from the program.
Special Feature: None
Program Level: Update
Prerequisites: Attendees should have a basic understanding of trust and estates terminology and a foundational background in tax.
Advanced Preparation: None