McCaffrey & Blattmachr-Using 2012's Best Estate Planning Techniques Before They're Gone (Audio CD-ROM)
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McCaffrey & Blattmachr-Using 2012's Best Estate Planning Techniques Before They're Gone (Audio CD-ROM)

McCaffrey & Blattmachr-Using 2012's Best Estate Planning Techniques Before They're Gone (Audio CD-ROM)
Product Code: 5430610ACD
Publication Date: August 14, 2012
Running Time: 90 minutes
Sponsoring Entities: Section of Real Property, Trust and Estate Law
Topics: Estate Planning, Financial Management, Taxation
Format: CD - 5430610ACD
Other Formats: Audio Download - 5430610AUD
Pricing: $150.00 (Regular)
$135.00 (ABA Member) ABA Members, Log in now to receive this discount!
$125.00 (Section of Real Property, Trust and Estate Law) ABA Members, Log in now to receive this discount!
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About this Product

The necessity of engaging in year-end planning has become even more important as the use of current exemptions and planning techniques might soon expire. This uncertainty has prompted many planners to counsel their clients to "use it before you lose it." Certain planning techniques may require several months to implement, creating the necessity to commence year-end planning
well in advance of December.

This timely e-CLE features nationally renowned estate planning attorneys Carlyn S. McCaffrey of McDermott Will & Emery LLP and Jonathan G. Blattmachr of Eagle River Advisors both in New York, NY.

Carlyn and Jonathan will address the importance of utilizing current exemptions and planning techniques in light of the uncertainty surrounding wealth transfer laws. Attention will be given to the Obama estate tax proposals and the effect of such proposals on current estate planning techniques.

Panelists will then cover the use of certain planning techniques to take advantage of current wealth transfer laws before they expire, such as the GRAT, QPRT, Spousal Trusts and Self-Settled Trusts. Panelists will also examine drafting and funding issues such as the reciprocal trust doctrine and formula transfer clauses.

The panelists will cover:
  • Obama estate tax proposals and the importance of planning now.
  • GRATs, QPRTs, Split-Purchase Trusts, SM Spousal Trusts & Self-Settled Trusts.
  • Funding a trust for installment sale purposes.
  • Reciprocal trust doctrine -- and how to avoid it.
  • Formula funding clauses with "safety nets."
Speakers and topics are subject to change.

Our Experts:


Carlyn S. McCaffrey of McDermott Will & Emery LLP in New York, NY
Jonathan G. Blattmachr of Eagle River Advisors in New York, NY