This class is eligible for CLE Passport use. You will be able to select the CLE Passport as your payment method for no additional cost when registering for this course.
Credits: 3.0 General Credit hours
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.
Those interested in attending this class may also be interested in attending Planning for Estates over $13.99 Million (On-Demands) and Senior Surviving Spouse Planning 2025 (On-Demand).
Faculty:
Catherine Mary Rafferty, Law Offices of Catherine Mary Rafferty
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