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This manuscript is designed for individuals who practice routinely in the area of estate planning and who have several years of prior experience. Experienced estate planning practitioners share their expertise on the following topics:

  • Advising clients on and implementing sophisticated gift tax planning strategies
  • Modifying irrevocable trusts
  • Income tax issues related to trusts
  • Planning for LGBT clients 
  • Structuring charitable gifts into an effective estate plan 

Content is designed at an advanced level, but also serves as an excellent opportunity for those who practice at an intermediate level to gain a more in-depth understanding of advanced planning techniques and issues.

Click on the "In Depth" tab for author biographies.


Product Information
Product Date:
May 06, 2016
Advanced Estate Planning Survey Course | 2016 | Member E-library
Speaker Information
Elizabeth K Arias   [ view bio ]
John Goldsbury   [ view bio ]
Jessica Mering Hardin   [ view bio ]
Daniel K Hicks   [ view bio ]
Amy H Kincaid   [ view bio ]
Paula A Kohut   [ view bio ]
Briani Bennett Mellen  [ view bio ]
Melissa D Wright   [ view bio ]
Individual topic purchase: Selected
CLE Premier Pass
E-version | Included with Membership
NCBA Price:$0.00