2012 And Beyond: Estate And Tax Planning Including Portability — 2.5 Utah General Credits

2.5 GEN Credits $53 + $4.50 Credit Reporting Fee = $57.50

Think of 2012 as the "Year of Planning Opportunities," hopefully not the end of the "Golden Age" for estate planning. In this 2.5-hour January 6, 2012 program by Steven G. Siegel, a nationally-recognized tax and estate planning adviser, you receive a useful explanation of the Federal Estate, Gift and Generation-Skipping Tax Rules for 2012 and beyond, including the very important "portability" of the Federal Estate Tax Exemption. Mr. Siegel then gives a practical description of the potential problems to avoid and the opportunities to consider.

Major topics include:

What Are The Estate, Gift And Generation-Skipping Tax Rules For 2012 And Beyond?

Portability of The Estate Tax Exemption

Potential Problem With Formula Clauses In Wills And Trusts

Planning Opportunities In 2012

Flexible Planning Is Essential

Be Certain Life Insurance Is Not Taxable In Decedent's Estate

Maximize Gifting In 2012

Freeze Values At Current Levels

Consider Dynasty Trusts

Relevant New Laws Enacted As Part Of The Health Care Reform: Effect On Future Tax And Estate Planning

FORMS: For fully-editable downloadable forms in many practice areas, 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: $67.50

Utah Bar Number: (required)

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 — 2.5 General Credits
AZ — 2.5 General Credits
CA — 2.5 General Credits
CO — 3 General Credits, Course ID 728935, Expires 12/31/14
DE — 2.5 General Credits, Expires 1/6/14
FL — 3 General Credits, Course # 57062, Expires 8/23/13
GA — 2.5 General Credits, Expires 2013-12-31
IL — 2.5 General Credits
IN — 2.5 General Credits, Expires 2014-01-24
KY — 2.5 General Credits, Expires 6/30/2013
LA — 2.55 General Credits, Expires 2014-02-28
ME — 2.5 General Credits
MO — 3 General Credits
MT — 2.5 General Credits
NV — 2.5 General Credits, Course # NLFC12-vd, Expires 1/4/14
NJ — 3 General Credits
NM — 2.5 General Credits, taped 1/6/12
NY — Ineligible for NY CLE Credit
NC — 2.5 General Credits, Expires 2013-12-31
OH — 2.5 General Credits, Expires 2013-12-31
OR — 2.5 General Credits
PA — 2.5 General Credits
TN — 2.5 General Credits, Expires 2014-02-28
TX — 2.5 General Credits, Expires 2014-02-28
UT — 2.5 General Credits, Expires 2013-12-31
VA — 2.5 General Credits, Expires 2013-10-31
VT — 2.5 General Credits, Expires 2014-01-06
WA — 2.5 General Credits — Activity ID #305430
WV — 3 General Credits

Live Support & FAQs

Live support is available Monday-Friday, 9-4 Eastern Time. Our FAQs may address your question.

Call (302) 656-4757

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.

Help