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Planning for Estates over $13.61 Million 2024 (On-Demand)
Basic Estate Planning Series – Part Two
Credit(s):
3.5 General (50-minute hour)
3 General (60-minute hour)
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.
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Credits: 3.0 general credit hours Description: During the second class in this series, our engaging and knowledgeable presenters will focus on the will and estate plan for a married couple with a combined taxable estate over $13.61 million. Those who attend will learn the importance of focusing on both probate and non-probate assets in estate planning, and the impact of the current state of federal estate tax law on estate planning, including the use of portability. The panel will also discuss estate taxes in the District of Columbia, Maryland and Virginia, and the way the unlimited marital deduction and the federal applicable credit amount work together to save estate taxes in the estate of the last spouse to die in states that still have an estate tax.
Those who are interested in this class may also be interested in Planning for Estates under $13.61 Million (On-Demand) and Senior Surviving Spouse Planning 2024 (On-Demand).
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