Alphabet Soup for Aspiring Estate Planners: Why so many acronyms, and what do they all mean?
Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation.
$195.00 2 hour CLE
MCLE Credit Information:
Select Your State Below to View CLE Credit Information
Can't Decide Which CLE Progam?
Access All
myLawCLE Programs
Only
$395yr
Annual Subscription includes access to:
- 500+ Live CLE Webinars
- National Hot Legal Topics
- New Laws and Regulations
- State Specific Programs
- All Formats: Live, Replay, & On-Demand
Training 5 or more people?
Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs
Program Summary
Join myLawCLE for a discussion deciphering the meaning behind POAs, HCDs, LPAs, GPAs, GST (or is it GSTT?), GRATs, CLATs, CLUTs, SLATs, DINGs, CRUTs, IDITs, BDITs, QPRTs, QDOTs, QTIPs, and more.
Key topics to be discussed:
- Planning for incapacity
- What is a Power of Appointment, and why would I want to include one?
- The basic estate plan
- Charitable Planning
- Sophisticated Irrevocable Trusts
- Marital Deduction Planning
- Other acronyms
Date / Time: May 10, 2022
- 4:00 pm – 6:10 pm Eastern
- 3:00 pm – 5:10 pm Central
- 2:00 pm – 4:10 pm Mountain
- 1:00 pm – 3:10 pm Pacific
Choose a format:
Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.
On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.
Closed-captioning available
Speakers
Mary Akkerman | Partner, Davenport Evans Lawyers
Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.
Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.
Mary has received an AV Preeminent® Peer Review Rating by Martindale-Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law, and is listed by Best Lawyers® in Trusts & Estates. Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.
Agenda
I. Planning for incapacity | 4:00 pm – 4:15 pm
1. POAs | 4:00 pm – 4:05 pm
2. HCDs | 4:05 pm – 4:15 pm
II. What is a Power of Appointment, and why would I want to include one? | 4:15 pm – 4:30 pm
1. LPAs | 4:15 pm – 4:20 pm
2. GPAs | 4:20 pm – 4:30 pm
III. The basic estate plan | 4:30 pm – 4:40 pm
1. RLTs and the Pour over Will | 4:30 pm – 4:40 pm
IV. Charitable Planning | 4:40 pm – 5:10 pm
1. CLTs and their variations | 4:40 pm – 4:50 pm
2. CRTs and their variations | 4:50 pm – 5:00 pm
Break | 5:00 pm – 5:10 pm
V. Sophisticated Irrevocable Trusts | 5:10 pm – 5:25 pm
1. GRATs and other Grantor Trusts | 5:10 pm – 5:12 pm
2. IDITs, or are they IDGTs? | 5:12 pm – 5:14 pm
3. BDITs | 5:14 pm – 5:16 pm
4. DINGs | 5:16 pm – 5:18 pm
5. SLATs and SLANTs | 5:18 pm – 5:20 pm
6. QPRTs | 5:20 pm – 5:25 pm
VI.Marital Deduction Planning | 5:25 pm – 5:40 pm
1. QTIPs | 5:25 pm – 5:30 pm
2. QDOTs | 5:30 pm – 5:40 pm
VII. Other acronyms | 5:40 pm – 6:10 pm
1. QDRO | 5:40 pm – 5:46 pm
2. GST or GSTT | 5:46 pm – 5:52 pm
3. IRC | 5:52 pm – 5:58 pm
4. UTC | 5:58 pm – 6:04 pm
5. UPC | 6:04 pm – 6:10 pm
Other Webinars You May Like
-
Ethical Issues in Trusts and Estates Practice: A Surrogate’s Court Litigator’s Perspective for NY AttorneysIrma Nimetz | McCarthy Fingar
Live Video Broadcast on October 5, 2023
-
-
Introduction to State and Local Taxation 2023 (presented by NYU School of Professional Studies) (Day-2)
Jeffrey A. Friedman, Esq | Eversheds Sutherland US
Lynn A. Gandhi, Esq | Foley & Lardner
Eric M. Anderson, Esq | Andersen Tax
Timothy A. Gustafson, Esq | Eversheds Sutherland US
Todd A. Lard, Esq | Tax Executives Institute
Michael J. Semes, Esq | BakerHostetler
David Yanchik, Esq | KPMG
Elizabeth S. Cha, Esq | Eversheds Sutherland US
Cyavash N. Ahmadi, Esq | Eversheds Sutherland US
Maria M. Todorova, Esq | Eversheds Sutherland US
Jeremy P. Gove, Esq | Eversheds Sutherland US
Chelsea E. Marmor Esq | Eversheds Sutherland US
John Ormonde, Esq | Eversheds Sutherland US
Todd G. Betor, Esq | Eversheds Sutherland US
Kimberly A. Krueger, Esq., CPA | PwC
Valerie C. Dickerson, J.D., CPA | Deloitte Tax
Leonore Heavey, Esq | Council On State Taxation
Marilyn Wethekam, Esq | Council On State Taxation
Andrew Jay Maschas, Esq | Comptroller of Maryland
-
Introduction to State and Local Taxation 2023 (presented by NYU School of Professional Studies)
Jeffrey A. Friedman, Esq | Eversheds Sutherland US
Lynn A. Gandhi, Esq | Foley & Lardner
Eric M. Anderson, Esq | Andersen Tax
Timothy A. Gustafson, Esq | Eversheds Sutherland US
Todd A. Lard, Esq | Tax Executives Institute
Michael J. Semes, Esq | BakerHostetler
David Yanchik, Esq | KPMG
Elizabeth S. Cha, Esq | Eversheds Sutherland US
Cyavash N. Ahmadi, Esq | Eversheds Sutherland US
Maria M. Todorova, Esq | Eversheds Sutherland US
Jeremy P. Gove, Esq | Eversheds Sutherland US
Chelsea E. Marmor Esq | Eversheds Sutherland US
John Ormonde, Esq | Eversheds Sutherland US
Todd G. Betor, Esq | Eversheds Sutherland US
Kimberly A. Krueger, Esq., CPA | PwC
Valerie C. Dickerson, J.D., CPA | Deloitte Tax
Leonore Heavey, Esq | Council On State Taxation
Marilyn Wethekam, Esq | Council On State Taxation
Andrew Jay Maschas, Esq | Comptroller of Maryland
-
Advanced Trust & Estates 2023 (presented by NYU School of Professional Studies) (Day - 2)
Brad J. Richter, Esq | Fried, Frank, Harris, Shriver & Jacobson
Wendy Wolff Herbert, Esq | Fox Rothschild
Melissa A. Terranova, Esq | Fox Rothschild
Norman Lencz, Esq | Venable
Eduardo S. Chung, Esq | Mazars USA
Timothy Evans, Esq | Mazars USA
Joseph P. Scorese, Esq | Sills Cummis & Gross P.C.
Paulina Mejia, Esq | Fiduciary Trust Company International
Sharon L. Klein | Wilmington Trust
Jerome M. Hesch, Esq | Meltzer, Lippe, Goldstein & Breitstone
N. Todd Angkatavanich, Esq | McDermott, Will & Emery
George D. Karibjanian | Franklin Karibjanian & Law, PLLC
Richard H. Greenberg, Esq., CPA | Greenberg & Shulman, Attorneys at Law
Eric M. Fischer, Esq | Skadden, Arps, Slate, Meagher & Flom
-
Advanced Trust & Estates 2023 (presented by NYU School of Professional Studies)
Brad J. Richter, Esq | Fried, Frank, Harris, Shriver & Jacobson
Wendy Wolff Herbert, Esq | Fox Rothschild
Melissa A. Terranova, Esq | Fox Rothschild
Norman Lencz, Esq | Venable
Eduardo S. Chung, Esq | Mazars USA
Timothy Evans, Esq | Mazars USA
Joseph P. Scorese, Esq | Sills Cummis & Gross P.C.
Paulina Mejia, Esq | Fiduciary Trust Company International
Sharon L. Klein | Wilmington Trust
Jerome M. Hesch, Esq | Meltzer, Lippe, Goldstein & Breitstone
N. Todd Angkatavanich, Esq | McDermott, Will & Emery
George D. Karibjanian | Franklin Karibjanian & Law, PLLC
Richard H. Greenberg, Esq., CPA | Greenberg & Shulman, Attorneys at Law
Eric M. Fischer, Esq | Skadden, Arps, Slate, Meagher & Flom
