Credits: 3.0 general credit hours
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: 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
Faculty: Joshua Headley, Buchanan Ingersoll & Rooney PC and Torrey Grayson Wilkins, Furey Doolan & Abell LLP
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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
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.
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