Estate Planning & Probate

Planning for Portability in Estate Planning

Description:

Portability is here to stay and it is changing how we advise our estate planning clients. This session will explain what Portability is, discuss how it changes the preparation of Form 706, traps to avoid, Credit Shelter Trust vs. Portability, drafting pointers, and opportunities.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course free. Not a TBA member, join now to start saving.

Speakers/Producers

This course is no longer available for purchase.

Course Information Webcast - Archived Video Highlights
  • Viewable on desktop or mobile devices
  • Flexible to your schedule
  • Dual PowerPoint and video presentation
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.