Live Chat with a CLE Manager
Continuing Legal Education courses for Attorneys
Online CLE courses, cle courses, cle state bar courses

Section 2704 Proposed Regulations: Practical Planning Implications and Opportunities

SKU: EST4400
Total Credits
1 - 1.3
Price$50
  • Online Access
  • Smartphone
  • iPad/iPod/Tablets
  • CDs/DVDs

Description

Long-anticipated Section 2704 Proposed Regulations could have a dramatic impact on estate planning by significantly restricting or eliminating valuation discounts. Within the broader context of the current political backdrop and possible election outcomes, this CLE presentation will review:

  • What the proposed regulations mean
  • How to identify and inform clients impacted
  • What will change for 2016 year-end planning
  • Are cascading GRATs still optimal?
  • Practical planning suggestions for year-end planning

Effective date and implications for immediate planning, including:

  • step transaction considerations
  • reciprocal trust considerations
  • defined value mechanisms

Lecturer Bio

Martin M. Shenkman, Esq.

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning. He is the author of 42 books and more than 1,000 articles. He is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. He has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.

To learn more about Marty visit his website http://shenkmanlaw.com



States where Nacle.com Offers Online, Smartphones, Tablets, Audio CD & DVD CLE (Continuing Legal Education):
Alaska CLE | Arizona CLE | California MCLE | Colorado CLE | Connecticut CLE | Delaware CLE | Florida CLE | Georgia CLE | Hawaii CLE | Illinois MCLE | Indiana CLE | Kentucky CLE | Missouri CLE | Mississippi CLE | New Hampshire CLE | New Jersey CLE | New Mexico CLE | Nevada CLE | New York CLE | Ohio CLE | Oregon CLE | Pennsylvania CLE | Tennessee CLE | Texas CLE | Utah CLE | Virginia CLE | Virgin Islands CLE | Washington CLE | Wisconsin CLE | West Virginia CLE | Online CLE Courses | Live CLE Calendar | NY BTG CLE | Teach at the Academy | F.A.Q.
Hardship Policy | Terms And Conditions | Contact Us | Account Login | Unlimited CLE | Sitemap | Mobile Site
Copyright © 2000 - 2017 National Academy of Continuing Legal Education. All Rights Reserved.