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Lower Estate Tax Exemption Planning Strategies: ILITs, SLATs, and Flexible Credit Shelter Trust Planning

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$25 for Members
$35 for Non-Members

90 minutes
Date Published

June 10, 2020


Westchester County Bar Association


Trusts & Estate


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With all the federal funds being spent to help families and businesses during this challenging time, it is likely that the estate tax exemption will be lowered in the coming years. This webinar will focus on the following estate tax planning strategies: ILITs, SLATs and Credit Shelter Trusts.

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Kimberly Bliss
Partner - Hollis Laidaw & Simon P.C.

Kimberly Bliss counsels individuals and families on elder law and long-term care needs and assists clients in navigating and... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Lower Estate Tax Exemption Planning Strategies - Video
Estate Tax Planning - Paper
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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