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Advanced CLE

2023 Trust and estate planning update

Total Credits: 1.2 MCLE, 0.0 Kansas Credit



This annual program will provide you with a wide-ranging on important developments impacting your estate and trust planning practice. The program will provide a discussion of recent case law, regulatory developments and IRS rulings related to beneficiary creditor protections, basis planning, qualified small business stock, deductions for pass-through income, limits on state taxation of non-grantor trusts, and much more. The program will discuss the changing dynamic of trust and estate planning practice.  This annual program will provide you with a practical review of developments impacting your trust and estate planning practice.

•    Impact of recent tax law on trust and estate planning
•    Review of significant letter rulings, case law, and regulatory developments
•    Fiduciary litigation trends
•    Review of legislative proposals, including impact of election


Cancellation Policy

Click HERE to review the Cancellation Policy.