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CLE# 2006-018: Alaska’s Special Estate Planning Techniques for You and Your Clients
Credits:
3.25 General
Date: Wednesday, November 8, 2006
NO DVD or Audio available
Course Materials Only:
*No CLE credit for materials only.
Topics:
Community Property System: Alaska’s optional community property act using a community property agreement or joint revocable trust to opt into the act; tax and non-tax advantages of using Alaska community property. Perpetual Trusts (Dynasty Trusts): Use of a perpetual trust plan as the dispositive plan for our hypothetical client’s estate planning. Transfer tax and asset protection benefits for the client’s beneficiaries will be analyzed. Family Limited Liability Companies: Family limited liability companies for transfer tax minimization and asset protection planning. Domestic Asset Protection Trusts: Self-settled discretionary spendthrift trusts for both transfer tax minimization and asset protection; Alaska qualified personal residence trust.
Faculty:
Attorneys Susan Foley, Steve Greer, Bill Pearson, Charles Schuetze and Dave Shaftel.
Also listed in:
Business / Non Profit
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Tax
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