Thoughtful Estate Planning for Married Couples

The “great wealth transfer” refers to the transition of more than $100 trillion predicted to happen via inheritance and bequests over the next 20 or so years. An enormous percentage of that wealth transfer is likely to pass to a surviving spouse before passing to younger generations. Intentional and thoughtful estate planning for married couples is, therefore, exceptionally important. This course explores concepts underpinning estate planning for married couples, such as the unlimited marital deduction and portability, and examines several planning techniques, including qualified terminable interest trusts (QTIPs) and spousal lifetime access trusts (SLATs).

Presented by: Phoebe Stone, JD, MA (Bioethics)

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

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

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

Contact shopcle@wealthcounsel.com for CLE assistance.

Note: WealthCounsel does not offer CFP/CPE credit for this recorded webinar.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.