This class is eligible for CLE Passport use. If you purchased a CLE Passport during the license renewal season, we sent you a unique code and instructions for using your passport. Enter your code at checkout to purchase this class at no additional cost.
Credits: 3.0 Credit Hours
Description: During the concluding class of the Basic Estate Planning Series, those who attend will look at a will and estate plan for the senior surviving spouse with surviving children and grandchildren who has an estate exceeding the federal applicable exclusion amount, and who may be contemplating remarriage. Our knowledgeable panel will review the provisions that one might include in the will, and also cover gifting strategies using generation-skipping, “Crummey,” qualified personal residences, and charitable trusts.
Those who attend this class may also be interested in attending Planning for Estates under $12.92 Million 2023 (On-Demand) and Planning for Estates over $12.92 Million (On-Demand).
Faculty:
Josh Headley, Buchanan Ingersoll & Rooney PC
Torrey Grayson Wilkins, Craighill, Mayfield, Fenwick & Cromelin LLP