Key Federal & State Estate Planning Considerations and Opportunities

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About This Course

An overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Estate planning strategies vary, but there are some tried and true methods that are valuable to know. This CLE course will provide an overview of the best of those strategies.

The course will take both a state and trust situs perspective and will also look at the issues through a federal lens. Future potential changes and their impact will also be analyzed.

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