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: During the concluding class of this series, those who attend will look at a will and estate plan for the senior surviving spouse with surviving children and grandchildren who has an estate exceeding the federal applicable exclusion amount, and who may be contemplating remarriage. Our knowledgeable panel will review the provisions that one might include in the will, and cover gifting strategies using generation-skipping, “Crummey,” qualified personal residences, and charitable trusts.

Faculty: 

Joshua D. Headley, Buchanan Ingersoll & Rooney PC

Torrey Grayson Wilkins, Furey Doolan & Abell LLP