Estate Planning Considerations for Small to Moderate Estates (from Annual Trusts and Estates 2013) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 10/31/2016


A pre-recorded streaming VIDEO replay of one session from the October 2013 live seminar, 32nd Annual Trusts and Estates Seminar.

Estate tax portability and the increased estate tax exemption have been a game changer for attorneys advising clients with small to moderately sized estates — but what is their true impact? During this presentation we will discuss the mechanical application of estate tax portability, when a trust-based estate plan design is appropriate, the impact of portability on trust-funding formulae, and subsequent marriage considerations.


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Government Attorney? Receive a 50% discount on this and most seminars, and a 30% discount on publications.
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Nathan Olansen, Rack & Olansen / Virginia Beach

Locations, Dates and Fees

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  • 105 Whitewood Road
    Charlottesville, VA 22901


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