ACTEC ALI CLE Webinar
Planning Techniques for Large Estates 2025
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When: May 14, 2025 @ 8:30 am – 5:10 pm
Faculty: ACTEC Fellows Michael M. Gordon and Kim Kamin
Attend this highly-rated course and get the latest sophisticated planning strategies specifically for large estates. This year’s program features nationally recognized experts sharing the latest wealth planning techniques and strategies. Each panel provides real-world examples and practical applications that will help you develop a plan for your clients to efficiently transfer wealth to their heirs and favorite charities, protect their family and businesses, grow assets, and minimize taxes. Here’s a sneak peek at some of the topics that will be covered at this year’s program:
- Hot trends in family offices
- Grantor trust issues
- Letter of wishes
- Modifying GST trusts
- Professional investor principals
- Ethical issues facing Wealth 3.0 lawyers