American Law Institute CLE's Annual Course to Examine the Latest Issues and Techniques for Planning Large Estates

PHILADELPHIA, Jan. 30, 2017 /PRNewswire-USNewswire/ -- American Law Institute Continuing Legal Education (ALI CLE) is pleased to announce the return of Planning Techniques for Large Estates. This year's program will be held April 19 - 20, 2017 at Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch in Scottsdale, Arizona.

The annual conference will provide up-to-the-minute information on policy changes under the new presidential administration and Congress, and how these changes will affect high net worth clients and their estates. A highly experienced faculty of trust and estate practitioners from across the country will offer expert knowledge vital to large estate planning. Attendees will be able to learn, network, and strategize with their peers, and engage in networking opportunities with the program's faculty.

This year's conference will discuss how the election made decanting even more important; life insurance policy selection, design, and management; planning strategies in the "New Frontier" to reduce both income and estate taxes; and integrating retirement plan issues into a high net worth estate plan. Each topic is explored in depth, presenting key issues, alternative approaches, and practical planning strategies.

This year welcomes back Duncan E. Osborne, partner at Osborne, Helman, Knebel & Scott of Austin, Texas, to present on asset protection trust planning. Ron Aucutt, partner at McGuireWoods LLP's Virginia office, will present on installment sales, GRATs, and statute of limitations. Mr. Aucutt will also preside over panel discussion titled, "Current Developments: What's New and What's Next."

Steve Akers, planning co-chair of this program, said "top planners from around the country will address major estate planning issues for large estates including issues beyond just estate tax planning, and will discuss practical planning implications of the possibility of estate tax repeal or other dramatic transfer tax legislative changes." Mr. Akers is the managing director at Bessemer Trust Company in Dallas, Texas.

About American Law Institute Continuing Legal Education 
American Law Institute CLE is the continuing legal education division of the American Law Institute. American Law Institute CLE, a non-profit organization, is committed to the work of promoting continuing professional education for lawyers throughout the United States and to creating standards to ensure quality and relevance in CLE programs. American Law Institute CLE is constantly evolving to meet the needs of the legal profession, furthering a tradition of unparalleled service to lawyers. For more information, go to www.ali-cle.org.

CONTACT: Danelsy Medrano
Senior Digital Marketing Manager
ALI CLE 
(215) 243-1622
[email protected]

SOURCE American Law Institute CLE

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