Core Estate Planning Techniques
Prior to his current employment, Mr. R. Lance Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law.
$195.00 2 hour CLE
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Program Summary
The intent of the webinar is to discuss and delve into a handful of core estate planning techniques that the estate planner will employ often for many different clients. The webinar takes a deep dive into these techniques, highlighting their benefits, pinpointing the client situations where these techniques are especially helpful, and discussing certain planning considerations or drawbacks of which to be aware. These techniques will include revocable living trusts, irrevocable life insurance trusts, and specific gifting/wealth transfer strategies.
Key topics to be discussed:
- Revocable Living Trusts
- Irrevocable Life Insurance Trusts
- Gifting and Wealth Transfer Strategies
Date: November 23, 2022
Closed-captioning available
Speakers
R. Lance Pruitt
Prior to his current employment, Mr. R. Lance Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law. Mr. Pruitt earned his B.S. degree from the University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree in taxation from the University of Missouri-Kansas City School of Law. Mr. Pruitt was also an adjunct professor for several years at Tusculum College (Knoxville campus) where he taught Business Law.
Agenda
I. Revocable Living Trusts | 3:00pm – 3:30pm
II. Irrevocable Life Insurance Trusts | 3:30pm – 4:00pm
Break | 4:00pm – 4:10pm
III. Gifting and Wealth Transfer Strategies | 4:10pm – 5:10pm
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