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Advanced Estate Planning (2024 Edition)

Mary Akkerman
Mary Akkerman | Davenport Evans Lawyers

Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation.

On-Demand: February 7, 2024

4 hour CLE

Tuition: $295.00
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Program Summary

Elevate your estate planning practice by delving into advanced aspects and the latest developments in the field. Join our comprehensive updates course, where our seasoned faculty will not only skip the basics but also share sophisticated planning tools, offering practical insights to maximize the utility of standard estate planning instruments. Gain a deeper understanding of controlling tax burdens, exploring innovative approaches and drafting strategies for increased flexibility in an unpredictable environment. Seize planning opportunities fully and learn to customize plans adeptly to address the unique situations and needs of your clients. Stay prepared for any challenges that may arise, whether from clients' evolving requirements or changes in the legal landscape.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Sophisticated planning tools
  • Practical insights to maximize the utility of standard estate planning instruments
  • Deeper understanding of controlling tax burdens
  • Exploring innovative approaches and drafting strategies for increased flexibility in an unpredictable environment
  • Learn to customize plans adeptly to address the unique situations and needs of your client

Closed-captioning available

Speakers

Mary-Akkerman_Davenport_Evans_Hurwitz-Smith-LLP_FedBarMary Akkerman | Partner, Davenport Evans Lawyers

Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.

Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.

Mary has received an AV Preeminent® Peer Review Rating by Martindale-Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law and is listed by Best Lawyers® in Trusts & Estates. Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.

Agenda

I. Tax Updates and the Threat of the Sunsetting TCJA Provisions | 12:00pm – 12:20pm

II. Updated Top Trust Structures | 12:20pm – 12:40pm

III. Supplemental Needs Trusts: Specific Provisions and Qualified Expenses | 12:40pm – 1:00pm

Break | 1:00pm – 1:10pm

IV. Trust Management and Fiduciary Trust Accountings | 1:10pm – 1:25pm

V. Digital Assets and Cryptocurrency In Estate Planning | 1:25pm – 1: 40pm

VI. Electronic Wills | 1:40pm – 1:55pm

VII. IRA Planning Update | 1:55pm – 2:10pm

Break | 2:10pm – 2:20pm

VIII. Capacity, Undue Influence, Disputes | 2:20pm – 2:40pm

IX. International Estate Planning Trends and Risks | 2:40pm – 3:00pm

X. Use of Business Entities to Guard and Transfer Wealth: Proposed Transparency Regulations | 3:00pm – 3:20pm

Break | 3:20pm – 3:30pm

XI. Ethics | 3:30pm – 4:30pm

Credits

Alaska

Approved for CLE Credits
3 General, 1 Ethics

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
3 General, 1 Ethics

Arkansas

Approved for CLE Credits
3 General, 1 Ethics

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
3 General, 1 Ethics

California

Approved for CLE Credits
3 General, 1 Ethics

Colorado

Pending CLE Approval
3 General, 1 Ethics

Connecticut

Approved for CLE Credits
3 General, 1 Ethics

District of Columbia

No MCLE Required
3 General Hours, 1 Ethics Hour

Delaware

Pending CLE Approval
3 General, 1 Ethics

Florida

Approved for CLE Credits
3. 5 General, 1 Ethics

_____________________________________ Certification Credits: 3.5 Wills, Trusts and Estates To request these credits attorneys must contact us to issue a manual certificate. Phone: (877) 406-8636 Email: registration@mylawcle.com
Georgia

Approved for CLE Credits
3 General, 1 Ethics

Hawaii

Approved for CLE Credits
3 General, 1 Ethics

Iowa

Pending CLE Approval
3 General, 1 Ethics

Idaho

Pending CLE Approval
3 General

Illinois

Approved for Self-Study Credits
3 General, 1 Ethics

Indiana

Pending CLE Approval
3 General, 1 Ethics

Kansas

Pending CLE Approval
3.5 General, 1 Ethics

Kentucky

Pending CLE Approval
3 General, 1 Ethics

Louisiana

Pending CLE Approval
3 General, 1 Ethics

Massachusetts

No MCLE Required
3 General Hours, 1 Ethics Hour

Maryland

No MCLE Required
3 General Hours, 1 Ethics Hour

Michigan

No MCLE Required
3 General Hours, 1 Ethics Hour

Minnesota

Approved for Self-Study Credits
4 General

Missouri

Approved for Self-Study Credits
3.6 General, 1.2 Ethics

Mississippi

Approved for CLE Credits
3 General, 1 Ethics

Montana

Approved for Self-Study Credits
3 General, 1 Ethics

North Carolina

Pending CLE Approval
3 General, 1 Ethics

Nebraska

Pending CLE Approval
3 General, 1 Ethics

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
3 General, 1 Ethics

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
3.6 General, 1.2 Ethics

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
3 General, 1 Ethics

Nevada

Pending CLE Approval
3 General, 1 Ethics

New York

Approved for CLE Credits
3.6 General, 1.2 Ethics

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Approved for Self-Study Credits
4 General

Oklahoma

Pending CLE Approval
3.5 General, 1 Ethics

Oregon

Pending CLE Approval
3 General, 1 Ethics

Pennsylvania

Approved for Self-Study Credits
3 General, 1 Ethics

Rhode Island

Approved for CLE Credits
3.5 General, 1 Ethics

South Carolina

Pending CLE Approval
3 General, 1 Ethics

South Dakota

No MCLE Required
3 General Hours, 1 Ethics Hour

Tennessee

Pending CLE Approval
3 General, 1 Dual

Texas

Approved for CLE Credits
3 General, 1 Ethics

Utah

Pending CLE Approval
3 General, 1 Ethics

Virginia

Not Eligible
3 General Hours, 1 Ethics Hour

Vermont

Approved for CLE Credits
3 General, 1 Ethics

Washington

Approved for Self-Study Credits
3 Law and Legal, 1.2 Ethics

Wisconsin

Approved for Self-Study Credits
4.5 General

Ethics credits can ONLY be earned through Live-Webcast programs, the Wisconsin Board of Bar Examiners does not approve Ethics through On-Demand sessions.
Wyoming

Pending CLE Approval
3 General, 1 Ethics

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