Estate Planning by Married Couples (from Annual Advanced Estate Planning and Administration 2023) (On Demand Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Designation Credit: 1.0 Trusts and Estates (Designations Information)
GAL for Incapacitated
Persons CE Credit
1.0 (GAL Information)
Price: $79 (Includes a downloadable audio version.)
Viewable Through: 01/31/2026


A pre-recorded streaming VIDEO replay of one session from the April 2023 live seminar, Conner-Zaritsky 44th Annual Advanced Estate Planning and Administration Seminar.

Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association

This presentation explores the flexibility, opportunities, and pitfalls for estate and tax planning for the married client, such as portability; opportunities for estate tax, gift tax, and GST tax planning involving a spouse; SLATs/SLANTs/SPLATs (and the rest of this family of acronyms); reciprocal trusts; the “step” transaction doctrine; planning and the potential for divorce, such as the effect of divorce on grantor trusts; and citizenship and its effect on marital planning.

Discount ad Online Bundle First-Year Coupons New Virginia Lawyers Government Employees Virginia Legal Aid Attorneys





Stephen Murphy, McGuire Woods, LLP / Charlottesville


Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange

Locations, Dates and Fees

  • Add to Cart
bundlesidebar  eliteunlimitedpasssider  designationssidebar   Calendar probonodiscount National Interest  Essentials Seminars