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CLE - Estate Planning: Crunching the Numbers

Thursday, March 26, 2015 9:00 AM to 12:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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*Additional fees may apply for online viewing of programs via West LegalEd. BBA Members may be eligible for a discount.

Description:

Learn to analyze various strategies in estate planning from a mathematical perspective. Number crunching shows us why certain strategies make more sense than others—like determining whether a simple loan is more effective than a GRAT, or whether a life insurance trust is the best option for owning term insurance.

Understanding the mathematical implications of the various planning options we have will make us better advisors.  Utilizing a mathematical analysis as part of our planning process will enable us to more effectively advise and educate our clients.

Attendees Will Learn:

  • Why different strategies are more appropriate/beneficial at different stages of life
  • Why loans may be preferable to GRATs
  • Whether to use a life insurance trust to own term life insurance
  • That there may be a better alternative to a QPRT
  • When and why to elect portability at death
  • How and when to use charitable remainder trusts and charitable gift annuities

Registration Categories
BBA Member - $130.00
Non-Member - $170.00
BBA Member - Legal Services/ Government Lawyer - $70.00
Law Student - $30.00

If the cost of this seminar would preclude you from attending, please contact us about tuition discounts.

Materials: The BBA has gone digital! We are reducing our printing of hard copy materials for accredited programs. All of our materials are now offered in electronic format and is sent in advance to registrants via email.  Free WiFi is available in all conference rooms so you can easily have your materials on your portable devices and laptops! Hard copies are available to order at the program; You would receive your paper materials 2-3 weeks after the program occurs.    

Refunds & Cancellations
Please note that refunds will only be allowed for cancellation notices received at least 24 hours before the program.

 

Sponsoring Section/Committee(s):

Speakers:

 

Contact:

Jacqueline Querubin
jquerubin@bostonbar.org

 

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