Program Details
2025-10-16 13:00:00
Over 1,000+ webinars
Course Overview
2025-10-16 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTThis session covers the essential mechanics of transferring assets into revocable trusts, including real estate deeds, title insurance considerations, and acceleration clause implications. Attendees will learn strategies for transferring closely held business interests, navigating operating agreement restrictions, and properly designating trusts as beneficiaries of retirement accounts under the SECURE Act.
James A. Gillis
Mark R. Parthemer 2:00 pm - 2:10 pm ESTA brief intermission allowing attendees to refresh before the next session. Use this time to review notes and prepare questions for the upcoming material on irrevocable trust transfers.
James A. GillisMark R. Parthemer 2:10 pm - 3:10 pm ESTThis advanced session explores practical strategies for transferring hard-to-value and alternative investment assets into irrevocable trusts, including ILITs, GRATs, directed trusts, and dynasty trusts. Attendees will gain insights on valuation procedures, gift tax reporting requirements, liquidity planning challenges, and administrative best practices to avoid common transfer mistakes.
James A. GillisMark R. ParthemerEstate planning and estate and trust administration attorney focused on wills, trusts, and estates. Helps clients create efficient and well-designed estate plans customized to reflect their intentions.
National Chief Wealth Strategist and Florida Regional Director at Glenmede Trust Company, responsible for developing and communicating strategy concerning tax, estate planning and fiduciary matters for clients and their advisors.
Estate planning and estate and trust administration attorney focused on wills, trusts, and estates. Helps clients create efficient and well-designed estate plans customized to reflect their intentions.
National Chief Wealth Strategist and Florida Regional Director at Glenmede Trust Company, responsible for developing and communicating strategy concerning tax, estate planning and fiduciary matters for clients and their advisors.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
