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Planning for Estates over $13.99 Million
(Basic Estate Planning Series – Part Two)
Credit(s):
3 General (60-minute hour)
3.5 General (50-minute hour)
Course Number:
E22042507W
Original Program Date:
April 22, 2025
Duration:
3 hours 15 minutes
Date:
April 22, 2025 6:00 PM - 9:15 PM ((GMT-05:00) Eastern Time (US & Canada))
Series Description: This popular three-part series provides attorneys with a thorough understanding of essential estate planning principles, tools, and strategies. Designed for practitioners at all levels, the series covers key topics to help clients navigate the complexities of wills, trusts, taxes, and related planning considerations.
Class Description: The second class in this series focuses on estate planning strategies for married couples with a combined taxable estate exceeding $13.99 million. Our faculty expert provides a deep dive into advanced techniques to address the complexities of high-net-worth estate planning. You will gain valuable insights into the following:
The critical distinction between probate and non-probate assets in estate planning
The impact of current federal estate tax laws, including the strategic use of portability
State-level estate tax considerations in the District of Columbia, Maryland, and Virginia
Maximizing tax savings through the interplay of the unlimited marital deduction and the federal applicable credit amount, particularly in jurisdictions that still impose estate taxes
Series Fees: $222 D.C. Bar Communities Members, $252 D.C. Bar Members, $282 Government and Nonprofit Attorneys, and $342 Others.
Individual Class Fees: $89 D.C. Bar Communities Members, $99 D.C. Bar Members, $109 Government and Nonprofit Attorneys, and $129 Others
The D.C. Bar CLE Program now offers discounted group registration rates! For more information, contact the CLE Office at CLE@dcbar.org or 202-626-3488.
3 General (60-minute hour)
3.5 General (50-minute hour)
Registration Fees
Early Registration
Standard
Non-Member
N/A
$129.00
D.C. Bar Member
N/A
$99.00
D.C. Bar Regular Community Member
N/A
$89.00
Government & Nonprofit Attorneys
Early Registration
Standard
Non-Member
N/A
$109.00
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