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Irrevocable Life Insurance Trusts: Practical Planning And Drafting — 1.75 Vermont General Credits

This 1.75-hour March 23, 2010 program by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of McKenna Long & Aldridge LLP, provides a practical description of how to properly plan and draft Irrevocable Life Insurance Trusts, one of the most successful ways to save Federal estate taxes.

Major topics include:

• Introduction To Irrevocable Life Insurance Trusts

• Planning Considerations

• Qualifying For The Annual Exclusion

• Gift Tax Consequences To Beneficiaries

• Income Tax Consequences To Beneficiaries

• Estate And GST Consequences To Beneficiaries

• Drafting Issues

designing the agreement

using proceeds to pay taxes

creating flexibility

FORMS: To download forms relating to these topics, please go to www.NLFforms.com.

BOOKS FOR LAWYERS: Over 40 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $37.00
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Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK — 1.75 General Credits
AZ — 1.75 General Credits
CA — 1.75 General Credits
CO — 2 General Credits, Course ID # 718137, Expires 2013-12-31
DE — 1.8 General Credits , Expires 3/23/2012
FL — 2 General Credits, Course # 21822, Exp Date 5/5/13
GA — 1.8 General Credits, Expires 12/31/12
IL — 1.75 General Credits, Expires 2013-07-26
IN — 1.8 General Credits, Expires 2013-07-31
KY — 1.75 General Credits, expires 6/30/13
LA — 1.75 General Credits/Estate Planning Specialization, Expires 2013-08-31
MO — 2 General Credits
MT — 1.75 General Credits
NJ — 2.1 General Credits
NM — 1.8 General Credits, taped 3/23/10
NY — 2 Skills Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
NC — 1.75 General Credits, Expires 2012-12-31
PA — 1.5 General Credits
TN — 1.75 General Credits, Expires 2013-07-31
TX — 1.75 General Credits, Expires 6/30/2013
UT — 1.5 General Credit, Expires 12/31/12
VA — 2 General Credits, Expires 10/31/12
WA — 1.75 General Credits — Activity ID #255820
WV — 2.1 General Credits
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Offline Study Alternative


Many states also permit CLE credits to be earned by study of email delivery, audio CD, and flash drive courses. For these offline study options and to Share and Save go to www.NLFcle.com.
 
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