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Estate Planning & Administration
Planning the Taxable Estate
Preserving your clients’ assets is a vital aspect of estate planning. This information-packed seminar will guide you through a variety of issues that affect taxable estates.
Charitable planning considerations are explored, such as income tax rules on lifetime gifts and split-interest gifts. Examine various aspects of the unlimited marital deduction, including selection factors and tax pitfalls to avoid. Gain an understanding of the effect of pending tax law changes on inter vivos gift planning, how to handle transfers of closely held business or property interests, and the impact of interest rate fluctuations. Retirement plans and IRAs are reviewed, with a focus on planning for the surviving spouse, the separate share rule, and Oregon income tax issues. Take a look at postmortem planning and options, including Oregon’s special marital property election and powers of appointment. Obtain ethics credit by learning the importance of identifying your client and how to address spousal and multi-generational client conflicts.
5.5 General CLE credits and 1 Ethics credit
