Temporary Federal Transfer Tax Repeal: Problems And Opportunities — 1.75 Vermont General Credits

Many estate planners are anxious about how to advise their clients and how to draft documents due to the uncertainty of Federal transfer tax legislation and the current repeal of Federal estate and generation-skipping taxes.

This 1.75-hour March 23, 2010 program by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe offices of the Luce Forward law firm, provides a useful explanation of the effect of repeal on existing documents, planning to take advantage of the current lower gift tax and the temporary repeal of the GST tax, how to deal with the new carryover basis and more.

Major topics include:

• How Did We Get Here?

attempts to repeal or modify

possible future scenarios

• Effect Of Repeal On Existing Documents

wills/trusts using language tied to maximizing credits and/or deductions

state laws tied to the Federal law

state law fixes

• Planning To Take Advantage Of The Lower Tax Rate And Temporary Repeal Of The GST Tax

constitutional issues

planning for testamentary transfers

planning for intestate transfers

• Dealing With Carryover Basis

FORMS: To download 23 CLAUSES FOR 2011 ESTATE TAX ISSUES, 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

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, Expires 12/31/12
FL — 2 General Credits, Course # 52900, Exp Date 11/4/11
IL — 1.75 General Credits
ME — 1.75 General Credits
MO — 2 General Credits
MT — 1.75 General Credits
NJ — 2.1 General Credits
NM — 1.8 General Credits, taped 3/23/10
NV — 1.5 General Credits, Course # nlfc10—vd
NY — 2 General Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
OH — 1.75 General Credits,
OR — 1.75 General Credits
PA — 1.5 General Credits
TX — 1.75 General Credits, Expires 6/30/2011
VT — 1.75 General Credits
WA — 1.75 General Credits — Activity ID #255816
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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