Tag Archives: planners

CLE on Qualified Opportunity Funds and Opportunity Zones: What Estate Planners Need to Know

The American Law Institute is holding a webcast entitled, Qualified Opportunity Funds and Opportunity Zones: What Estate Planners Need to Know, on Thursday, ‎May ‎30, 2019, 12:00 to 1:30 pm Eastern. Provided below is a description of the event. Why… … Continue reading

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CLE on Ethical Hazards of Digital Assets: What Estate Planners Need to Know

The American Law Institute is holding a webcast / telephone seminar entitled, Ethical Hazards of Digital Assets: What Estate Planners Need to Know, on Thursday, September 13, 2018, at 12:00 pm – 1:30 pm Eastern. Provided below is a description… … Continue reading

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Article on Making a Pipe Dream a Reality: The Legislation Estate Planners Need to Get Marijuana Based Assets out of Limbo

Sergio Herrera published an Article entitled, Making a Pipe Dream a Reality: The Legislation Estate Planners Need to Get Marijuana Based Assets out of Limbo, 10 Est. Plan. & Comm. Prop. L.J. 157 (2017). Provided below is an abstract of… … Continue reading

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CLE on Advising Family Business Owners After Tax Reform: Strategic Opportunities Estate Planners Need To Know

The American Law Institute is holding a conference entitled, Advising Family Business Owners After Tax Reform: Strategic Opportunities Estate Planners Need To Know, which will take place on Tuesday, April 17, 2018 via telephone seminar and audio webcast. Provided below… … Continue reading

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The Times They Are A-Changing (for Estate Planners)

The corporate tax cut is permanent, but most individual provisions of the Tax Cuts and Jobs Act (Pub L 115–97, 131 Stat 2054) are set to expire for tax years beginning after December 31, 2025. These expiring provisions will tax … Continue reading

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