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
Description: The final class in this series explores estate planning for senior surviving spouses with estates exceeding the federal applicable exclusion amount. This class addresses the unique challenges faced by clients who are navigating multigenerational wealth transfer and contemplating remarriage. Led by an expert panel, this session provides practical guidance on the following topics:
- Key will provisions tailored to the needs of a senior surviving spouse with children and grandchildren
- Advanced gifting strategies, including the use of generation-skipping trusts, Crummey trusts, qualified personal residence trusts (QPRTs), and charitable trusts
You will leave equipped with actionable strategies to create estate plans that balance tax efficiency, family dynamics, and the client’s evolving personal circumstances. Those who attend this class may also be interested in attending Planning for Estates under $13.99 Million (On-Demand) and Planning for Estates over $13.99 Million (On-Demand).
Faculty:
Joshua Headley, Buchanan Ingersoll & Rooney PC
Torrey Grayson Wilkins, Furey Doolan & Abell LLP
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