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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

$295.00 4 hour CLE

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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

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