Once Upon a Time in Estate, Trusts and Guardianship
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7.0 General Credit
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Certification Credits 7.0 Wills Trust and Estates
Expires 08/31/2021
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· Practical insights on many of the emerging tax and non-tax issues facing today’s estate planning professionals.· Review of innovative planning techniques with trusts. · Tax benefits and implications of Qualified Opportunity Zones, planning for family entities after the Powell case and planning with retirement benefits. Creative planning ideas for charitable planning; Recent case law update that affects estates planning.
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