Save $45 by clicking the Special Offer tab above!
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: In the first class of this series, our distinguished speaker guides you through the fundamentals of creating a comprehensive will and estate plan for clients with estates valued below the federal applicable exclusion amount (currently $13.99 million). The following are among the topics this class covers:
- Identifying and managing assets that can be disposed of through a will
- Critical considerations for structuring bequests to align with client goals
- Navigating state-level estate and inheritance tax rules, which often feature thresholds lower than the federal estate tax
The class also provides practical guidance on gathering essential client information and address collateral estate planning elements, such as drafting powers of attorney for financial and health care matters. This session is an invaluable resource for attorneys seeking to strengthen their estate planning expertise while providing thoughtful and compliant solutions for their clients.
Faculty: Catherine Mary Rafferty, Law Offices of Catherine Mary Rafferty
Save $45 by registering for all three classes in this series!
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
Special Notice
If you are planning to attend this event in person at the D.C. Bar, please click here for more information concerning the Bar’s COVID guidelines and visitor policy. Also, if you are attending a class in person, we encourage you to bring a device or to download the materials prior to class as we will not be providing hard copies. 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.
Adding Registration, Please wait...
