Core Estate Planning Techniques

R. Lance Pruitt
R. Lance Pruitt |

Prior to his current employment, Mr. R. Lance Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law.

On-Demand: November 23, 2022

Core Estate Planning Techniques

$195.00 2 hour CLE

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Program Summary

The intent of the webinar is to discuss and delve into a handful of core estate planning techniques that the estate planner will employ often for many different clients. The webinar takes a deep dive into these techniques, highlighting their benefits, pinpointing the client situations where these techniques are especially helpful, and discussing certain planning considerations or drawbacks of which to be aware. These techniques will include revocable living trusts, irrevocable life insurance trusts, and specific gifting/wealth transfer strategies.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Gifting and Wealth Transfer Strategies

Date: November 23, 2022

Closed-captioning available

Speakers

R.-Lance-Pruitt_FedBarR. Lance Pruitt

Prior to his current employment, Mr. R. Lance Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law. Mr. Pruitt earned his B.S. degree from the University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree in taxation from the University of Missouri-Kansas City School of Law. Mr. Pruitt was also an adjunct professor for several years at Tusculum College (Knoxville campus) where he taught Business Law.

Agenda

I. Revocable Living Trusts | 3:00pm – 3:30pm

II. Irrevocable Life Insurance Trusts | 3:30pm – 4:00pm

Break | 4:00pm – 4:10pm

III. Gifting and Wealth Transfer Strategies | 4:10pm – 5:10pm