| MCLE Credit: | 1.5 (Ethics: 0.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 1.5 Trusts and Estates Practice (Designations Information) |
| GAL for Incapacitated Persons CE Credit: | 1.5 (GAL Information) |
| Price: | $119 (Includes a downloadable audio version.) |
| Viewable Through: | 01/31/2027 |
$119.00 (or 1.5 Bundle Credits)
A pre-recorded streaming VIDEO replay of one session from the April 2025 live seminar, Conner-Zaritsky 46th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association
Wealth transfer planning in 2025 is obviously dependent on what Congress does with the exclusion amount. The legislative process and what can be anticipated will be addressed. Wealth transfer planning alternatives in light of the uncertainty are also covered, including the transfer of hard-to-value assets. Defined value transfer planning alternatives are explored.
Stephen R. Akers, Bessemer Trust / Dallas, TX
Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange
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