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Basis Planning

Selected from 2018 Advanced Estate Planning Survey Course, May 18, 2018

Click on the "In Depth" tab for tuition and speaker information. 

Basis planning is the new black in estate planning. Under the new tax law, very few clients are going to be impacted by transfer taxes.

This session covers how the higher transfer tax exemption levels provide opportunities for basis planning that clients should be able to expect from advanced estate planners.

Other On Demand CLE from 2018 Advanced Estate Planning Survey Course you may be interested in:

Current Event/New Tax Law Issues in Estate Planning Practice of Law

Charitable Giving

Federal Income Taxation of Trusts and Estates

What Every Estate Planner Should Know About Subchapter K

Refashioning Irrevocable Trusts: Practical and Tax Considerations for Modifying Irrevocable Trusts

Product Information
Product Date:
May 18, 2018
Basis Planning | 2018 | On Demand

Tuition Rates. Tuition includes a 90-day subscription to the audio/video and electronic materials. Access the certificate of completion to receive MCLE credit with the NC State Bar. Click here for more information about On Demand CLE. 

Standard $80
NCBA Member $65
CLE Premier Pass $0


Speaker Information
Patrick D Newton   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass
On Demand | 90-day subscription | #504CY3
NCBA Price:$0.00