Name
Day Three - Master
Date & Time
Friday, October 2, 2020, 1:00 PM - 2:30 PM
Speakers
Description
In our Day Three 90-minute session, Senior Editor of Learning Kimberly Turner will dive deep to teach the specifics of the five opportunities discussed in this series. She will cover ideal client situations for each strategy and address particular techniques that make these strategies especially useful to your clients, including the "Freeze" technique of GRATs and IDGTs and tax implications of FLPs, ILITs, and SLATs. We will also include caveats and considerations to add strength to your approach to client planning.
Virtual Session Link
Course Level
Intermediate
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.50
CLE Eligibility
Eligible for CLE credit