In this practical webinar, you will learn the fundamental estate planning strategies for clients with medium and large estates.
Upon course completion, you will be able to:
- Outline the framework for recommending and implementing tax efficient strategies relating to the current gift, estate, and generation skipping transfer tax exemptions
- Analyze flexible testamentary planning strategies and lifetime gifting techniques
- Describe non-tax aspects of planning for significant estates, including:
- Fiduciary selection
- Asset protection planning
- Income tax planning
Prerequisites: None
Program Level: Intermediate
Credit Type: Group Internet Based for the Live Program.
Field of Study: Taxes-Technical
Daniel Daniels
Wiggin and Dana
Daniel Daniels is a partner in the Private Client Services department at Wiggin and Dana. Mr. Daniels has dedicated himself to counseling families in preserving wealth from generation to generation. His clients include affluent individuals, family offices, business owners, C-suite executives, and private equity and hedge fund founders. He assists them in estate and business planning, trust and estate administration, probate litigation, and more. Mr. Daniels is a fellow of the American College of Trust and Estate Counsel and is listed in The Best Lawyers in America, including being listed as its Lawyer of the Year for the Stamford area in the category of trusts and estates. He received his J.D. cum laude from Harvard Law School and his A.B. summa cum laude from Dartmouth.
Michael Clear
Wiggin and Dana
Michael Clear is the co-chair of the Private Client Services Department at Wiggin and Dana. Mr. Clear regularly counsels clients on the far-reaching financial implications of estate planning, estate and trust administration, probate litigation, and business succession planning, as well as advising with insight into the family dynamics these matters can effect. Known for his empathy and good humor, he helps clients take prudent action in the face of indecision, hopefully resolving contested issues before litigation. Mr. Clear is a Co-chair of the Probate and Estates Section of the Fairfield County Bar Association and the President of the Fairfield Chapter of the Exit Planning Exchange (CT XPX). He received his J.D. magna cum laude from the Quinnipiac University School of Law, his B.A. in political science from the University of Richmond, and holds a M.Ed. focusing on college student personnel from the University of Maryland.
CLE Credits (Law)
| Credit | Value | Type | Format |
|---|---|---|---|
In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.
Accounting Credits
| Credit | Value | Field of Study | Format |
|---|
Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550.
CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
What is a webinar?
A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio. You see the speaker’s slides, videos, and other presentation materials on your screen.
Can I ask questions during the webinar?
Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.
Can I attend using a tablet or smartphone?
Yes. You may attend a webinar using a computer, tablet or smartphone.
If I can’t attend a webinar live, can I view the recording later?
Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.
What is an on-demand webinar?
An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.
Can I stop a recorded webinar and start it later at the same point?
You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.
Can I listen to recorded webinars on a tablet or smartphone?
Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.
Do the webinars qualify for Continuing Education Credit?
Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit. Unlike many providers, we don’t charge you any additional fee to process your credit. If you have specific questions, please call us at 703-372-0550 or contact us.
Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?
In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.
Will I receive a certificate of completion after the course?
Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.
Do I need to be a member to receive a certificate of completion?
No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.
How do I determine my states’s CLE requirements.
Please find your state listed here with instructions for calculating the number of credits in your state.
How will I submit my attendance to receive CLE credit in my state?
Please find your state listed here with instructions for confirming your CLE attendance.
How does the money-back guarantee work?
Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.
100% of attendees recommend this webinar
5 out of 5 stars
from 3 customer reviews
4 out of 5
Bart S.
5 out of 5
Good overview. Interesting examples.
Mark C.
5 out of 5
Julie J.