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EPI 2018: Planning for Married Couples in a Post-Tax World

Estate planning for married couples has changed considerably in recent years because of the higher estate and generation-skipping transfer tax exemptions. Join Amy McEvoy and Erin Prouty in this entertaining program as they discuss planning for married couples where federal estate tax is not the driving force—but everything else is.

 

1.25 hours MCLE Credit including 1.25 hours in Estate Planning and 1.25 hours in Estate, Gift Tax and Estate Planning

Estate planning for married couples has changed considerably in recent years because of the higher estate and generation-skipping transfer tax exemptions. However, the estate planner still has many issues and planning opportunities to consider such as basis step-up planning, property tax planning and a myriad of other non-tax considerations. Join Amy McEvoy and Erin Prouty in this entertaining program as they discuss planning for married couples where federal estate tax is not the driving force—but everything else is.

  • Credit shelter trust or an “I Love You” trust?
  • Non-tax reasons to use a credit shelter trust
  • Disclaimer trusts
  • QTIP / surviving spouse’s trust structure
  • The Clayton QTIP trust
  • Property tax planning
  • Formula disasters

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

On Demand ES54827-191

Live program recorded 4/21/18.

 

Estate planning for married couples has changed considerably in recent years because of the higher estate and generation-skipping transfer tax exemptions. However, the estate planner still has many issues and planning opportunities to consider such as basis step-up planning, property tax planning and a myriad of other non-tax considerations. Join Amy McEvoy and Erin Prouty in this entertaining program as they discuss planning for married couples where federal estate tax is not the driving force—but everything else is.

  • Credit shelter trust or an “I Love You” trust?
  • Non-tax reasons to use a credit shelter trust
  • Disclaimer trusts
  • QTIP / surviving spouse’s trust structure
  • The Clayton QTIP trust
  • Property tax planning
  • Formula disasters

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

AMY MCEVOY

Amy McEvoy, Sheppard Mullin Richter & Hampton LLP, Los Angeles, is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Ms. McEvoy specializes in all aspects of wealth transfer planning. She advises U.S. citizens, residents and nonresident noncitizens regarding U.S. estate and gift tax planning with an emphasis on minimizing taxation. Ms. McEvoy is a partner in the Tax and Estate Planning Practice Group in the firm's Los Angeles office and is the Co-Team Leader of the firm's Private Wealth Services Team. She received her J.D. from the University of the Pacific, McGeorge School of Law.

ERIN PROUTY

Erin Prouty, Hoffman, Sabban & Watenmaker, APC, Los Angeles, is a member of the firm, practicing in the areas of estate planning, trust and estate administration, dispute resolution, entity formation, and tax and charitable planning. Ms. Prouty is a Certified Specialist in Estate Planning, Trust and Probate Law (certified by the State Bar of California Board of Legal Specialization). Ms. Prouty received her J.D. from the University of San Diego and a Master of Laws degree (LL.M.) in Taxation from Boston University.

Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital