This class is eligible for CLE Passport use. If you purchased a CLE Passport during the license renewal season, we sent you a unique code and instructions for using your passport. Enter your code at checkout to purchase this class at no additional cost.
Credits: 3.0 Credit Hours
Description: During the first class in popular three-part series our distinguished presenters will focus on a basic will and estate plan for the client with an estate valued at less than the federal applicable exclusion amount, currently $12.92 million. The panel will review assets a person may dispose of by will, as well as factors to consider when making bequests. They also will discuss estate and inheritance tax at the state level, which often has a lower threshold than the federal estate tax. Additionally, the panel will address issues on collecting information from the client and collateral estate planning, including powers of attorney for financial matters and health care.
Those interested in attending this class may also be interested in attending Planning for Estates over $12.92 Millions 2023 (On-Demand) & Senior Surviving Spouse Planning 2023 (On-Demand).
Faculty:
John L. Laster, Law Offices of John L. Laster
Catherine Mary Rafferty, Law Offices of Catherine Mary Rafferty