MCLE 13th Annual New England Estate Planning Conference 2012
Boston, MA
1/6/2012
8:30 am - 5:00 pm
Sara Condon and Kurt Steinkrauss will be speaking at MCLE’s 13th Annual New England Estate Planning Conference 2012. The conference features experienced faculty who will address the new MUPC and its impact on estate planning, as well as various and timely estate planning topics.
Sarah will be speaking on Using Portability in Estate Planning. This session will cover the ability of a surviving spouse to use the predeceased spouse's unused exclusion amount. Panelists will discuss changes to the rules regarding the use of portability, how to approach portability with your clients, if formula planning is dead, and the impact of portability on marital deduction planning.
Speakers:
Sara Condon, Esq.
Andrew D. Rothstein, Esq.
Kurt will be speaking on High-End Life Insurance Options. This panel will discuss how GRATS and sales to defective trusts can fund life insurance premiums effectively, as well as, structuring insurance plans to maximize the leverage of life insurance for generation-skipping transfer tax, and how to structure, fund, and exit private split dollar plans.
Speakers:
Kurt R. Steinkrauss, Esq.
Michael A. Mingolelli, Jr., Esq.
Randy Zipses, Esq.
Event Details
MCLE’s 13th Annual New England Estate Planning Conference 2012
