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BUY BUNDLE Maryland Estate Planning Series 2021

BUNDLE INCLUDES:
Bundle Discount:
Estate Planning Evening Series – Overview of the Planning Process
Available Online 24/7 CLE: 2 Format: On-Demand
Estate Planning Evening Series – Tax
Available Online 24/7 CLE: 2 Format: On-Demand
Estate Planning Evening Series – Tax Planning for Retirement Benefits
Available Online 24/7 CLE: 2 Format: On-Demand
Estate Planning Evening Series – The Use of Trusts in Estate Planning and Related Considerations
Available Online 24/7 CLE: 2 Format: On-Demand
Estate Planning Evening Series – Planning Approaches to Will and Trust Drafting
Available Online 24/7 CLE: 2 Format: On-Demand
Estate Planning Evening Series – Gift Planning and Business Valuation
Available Online 24/7 CLE: 2 Format: On-Demand
Description

Estate Planning is a six-week comprehensive course presenting the fundamental and practical concepts of estate planning. Topics to be covered: an overview of the planning process; tax structure and considerations; the use of trusts in estate planning; planning approaches to will and trust drafting; gift planning and business valuation; and tax planning for retirement benefits. The basic-to-intermediate level evening course is designed for attorneys who concentrate in the area of Estate and Trust law, accountants, financial planners, and paralegals who assist in the area of Estate and Trust law.

Week One – Overview
Planning Process and Portability
Tax Aspects – Framework
Relationship to Client
Sensitivity to Conflict
Power of Attorney
Medical Powers of Attorney
Living Wills

Todd Bornstein, Esq.

Week Two – Tax
Federal Estate and Gift Tax
Gifts
Minority Interest Discounts
Marital Deduction – QDOTs
Transfer Problem
Circular 230

Matthew A. Mace, Esq.

Week Three – Tax Planning for Retirement Benefits
Federal Estate and Gift Tax
Gifts
Minority Interest Discounts
Marital Deduction – QDOTs
Transfer Problem
Circular 230

Marc R. Feinberg, Esq.

Week Four – The Use of Trusts in Estate Planning and Related Considerations
Trusts
Testamentary
Inter Vivos
Revocable
Irrevocable
Life Insurance and the Irrevocable Life Insurance Trusts (ILIT)
Generation-Skipping Transfer Tax: A Primer

Aimee Griffin Joyner, Esq.

Week Five – Planning Approaches to Will and Trust Drafting
State Estate Tax
Tax Clauses
Selection of Fiduciaries
Role of Personal Representative
Valuation
Disclaimers
Powers of Appointment
Tangible Personal Property
Income Tax Considerations
Split -Interest Trusts

Jennifer Yeagle, Esq.

Week Six – Gift Planning and Business Valuation
Advantages of Lifetime Giving
Annual Exclusion Gifts and “Qualified” Transfers
529 Plans
Use of Trusts in Gifting
Charitable Trusts Planning
Basis Considerations and Other Tax Issues
Business Transfer and Valuation

Lisa A. Stern, Esq.

Course Level
TBD
Professional Area of Focus
Estate and Trust Law
Paralegal
Elder Law
General Practice
CLE Field of Study
Continuing Education Legal Credit
12
Instructor(s)
Todd Bornstein Matthew Mace Jennifer Yeagle Marc Feinberg Lisa Stern Aimee Griffin Joyner Kristie Hall
Included Courses
Available Online 24/7
Estate Planning Evening Series – Overview of the Planning Process

Instructor(s): Todd Bornstein, Kristie Hall
Format: On-Demand
CLE: 2
Course Details
Available Online 24/7
Estate Planning Evening Series – Tax

Instructor(s): Matthew Mace
Format: On-Demand
CLE: 2
Course Details
Available Online 24/7
Estate Planning Evening Series – Tax Planning for Retirement Benefits

Instructor(s): Marc Feinberg
Format: On-Demand
CLE: 2
Course Details
Available Online 24/7
Estate Planning Evening Series – The Use of Trusts in Estate Planning and Related Considerations

Instructor(s): Aimee Griffin Joyner
Format: On-Demand
CLE: 2
Course Details
Available Online 24/7
Estate Planning Evening Series – Planning Approaches to Will and Trust Drafting

Instructor(s): Jennifer Yeagle
Format: On-Demand
CLE: 2
Course Details
Available Online 24/7
Estate Planning Evening Series – Gift Planning and Business Valuation

Instructor(s): Lisa Stern
Format: On-Demand
CLE: 2
Course Details

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Maryland Estate Planning Series 2021