Estate Planning for Large Estates

Even though the federal estate tax exemption is now $11.7 million per person and $23.4 million per married couple, there are still plenty of ultra-wealthy clients who need their estate planning done. Supply and demand means that there are likely fewer attorneys specializing in this advanced planning, since fewer clients need it. However, this makes those attorneys who do this planning that much more valuable to the client. We will learn how to plan for the ultra-wealthy to keep your skillset sharp and how to recognize opportunities that aid in their planning.

Presented by: Steven J. Oshins JD, AEP (Distinquished)

CLE: 1.0 general credit

Approved States: AR, CA, CO, NJ, NV, NY, OK, PA, VT

(AK, AZ, CT, MO, ND, NH & TX eligible to claim credit)

We will supply you with the information needed to self-apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.