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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: Estate Planning / Probate / Tax

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