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OnDemand Course

Drafting Tips for Tax Reduction

Learn more ways to help your clients with the changes specific to estate and GST tax exemptions.

Among the sweeping changes brought about by the new tax law, the doubling of the estate and generation-skipping transfer tax exemptions is among the most significant for estate planning practitioners. Although the changes are temporary, they provide tremendous planning opportunities. The changes also turn traditional estate planning on its head, to a large degree, since even fewer estates will now be taxable. During this program we will explore, learn and understand the changes under tax reform that are relevant from an estate planning perspective, as well as planning opportunities for various levels of estate values.

Runtime: 93 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Current State of the Estate Tax and Trust Income Taxation

  • Exclusion Amounts
  • Inflation Adjustments
  • Trust Tax Rates

Drafting and Planning Opportunities

  • Portability
  • QTIP and Qtiping With Portability
  • New Focus of Planning

Future of Estate, Tax and Wealth Planning

  • High Basis Planning
  • Flexibility in Planning
  • Future of Life Insurance
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on November 9, 2018.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • OH CLE 1.5
     
  • This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.5 CLE credit hours. Please note: No more than twelve (12) hours of self-study CLE credit for any biennial reporting period may be earned by an Attorney or Judge under Regulation 409.2. To fulfill CLE requirements for self-study, web-based programs, you must complete 100% of the polling questions during the program. Your hours will be filed electronically within thirty (30) business days by Lorman Education Services provided you fulfilled 100% attendance and polling questions answered.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Joshua R. Driskell

Joshua R. Driskell

Primuth, Driskell & Terzian, LLP

  • Founding partner of Primuth, Driskell & Terzian, LLP
  • Specializing in tax, estate planning, trust administration and probate
  • Rising Star Super Lawyers, 2016 – 2017
  • Achieved the highest rating in the Martindale-Hubbell Law Directory®
  • Admitted in United States Tax Court
  • Active member of the California State Bar and a member of the Tax and Trusts and Estates sections
  • Can be contacted at 626-683-7234 or [email protected]
Vanessa M. Terzian

Vanessa M. Terzian

Terzian Law Partners, APC

  • Founding partner of Terzian Law Partners, APC
  • Specializing in Estate Planning, Trust Administration and Probate
  • Adjunct professor of Trust and Wills, Southwestern Law School, Rising Star Super Lawyers 2015 – 2017
  • Wrote “Trustee’s, Executors and Beneficiaries”, published by the Institute for Preparing Heirs
  • Active member of the California State Bar and a member of that body’s Trusts and Estates section
  • J.D. degree, Loyola Law School, Deans Honors and Recipient of Deans Full Tuition Aca-demic Scholarship; B.A. degree, Magna Cum Laude, UCSD
  • Can be contacted at 626-683-7234 or [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 403970
Published 2018
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Available in Multiple Formats

Purchase this course and learn on your schedule!