Session 8: Specific Topics
Airing on Thursday, April 25th @ 1 pm ET
This session is part of the InterActive Legal Academy Estate Planning Basics Series
Faculty
Elizabeth Q. Boehmcke Esq. and Letha Sgritta McDowell CELACourse Description
By this time, the faculty will have introduced the idea that some assets are more challenging to plan for than others due to special rules about their transfer and perhaps their taxation. Additionally, some client situations are more involved than others and require additional planning. In this session, the speakers will discuss some special assets, such as retirement benefits, IRAs, business interests, and real estate. They will also cover planning for business owners and clients with a higher net worth, who may need to consider estate tax planning as well.