"How to Effectively Counsel Your Estate Planning Clients Under the American Taxpayer Relief Act"
CLE Webinar
"How to Effectively Counsel Your Estate Planning Clients Under the American Taxpayer Relief Act (ATRA)"
Presenter: Francis Burton Doyle, Esq.
CLE: 1.5 (includes 1.5 legal ethics)
Course Description:
This 90-minute CLE on-demand webinar includes a basic overview of the latest legislation and rules that affect the estate planner in everyday practice. Congress passed the American Taxpayer Relief Act (ATRA) legislation as part of the effort to avert the fiscal cliff. ATRA raises personal income tax rates and imposes a 3.9% net investment tax in order to finance Obama care. ATRA also extends the favorable $5,440,000 federal, estate, gift and generation skipping tax exemption.
This webinar reviews the estate planning opportunities and pitfalls afforded by the new law. ATRA is a “game changer" for the estate planner. In order to effectively assist clients in implementing their estate planning goals, it is now essential to understand the nuances of this new law.The program will touch upon the most important tax issues that any attorney engaged in estate planning and tax protection, needs to know.
- Learn why "old" structures are hazardous to your client's estate plan Learn how to effectively counsel your clients regarding "portability" of the estate tax exemption
- Learn how to design trust systems to effectively achieve your client's estate planning objectives
This CLE Legal Training Package includes the following:
1) A Video Recording (MP4-immediate download) of the Live Course Session
2) A PDF/immediate download of the PowerPoint slides which were reviewed and discussed in the Live Course Session
3) A PDF/immediate download of the Comprehensive eStudy Guide of course materials
and/or forms which also includes the CLE Course Evaluation and CLE Certificate of Attendance
Attention Attorneys, Trust Administrators, Financial Planners, Fiduciaries
CPAs and Other Wealth Planning Professionals
Avoid Costly Litigation... Protect Your Clients...
Provide Legal Counsel... Preserve Their Legacy...
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email: [email protected]
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Your CLE Instructor
Francis Burton Doyle, Esq., Founder of WealthPLAN
Attorney and founder of WealthPLAN, Frank Doyle brings over 30 years of experience in tax, estate planning, probate and trust administration. He is a Member of the State Bar of California and is certified by the California State Bar as a Certified Legal Specialist in Taxation Law and Probate, Estate Planning and Trust Law.
Frank is the co-founder of the Advanced Legal Training Institute and he is a frequent lecturer for the California Continuing Education of the Bar (CEB), National Business Institute (NBI) and Lorman Educational Seminars. He is a Professor of Law at Lincoln University School of Law where he teaches Real Property, Wills and Trusts and is a member of the Academic Standards Committee. In addition, Frank has recently received a Martindale-Hubbell® rating of AV®, which is the highest rating a lawyer can receive.
Mr. Doyle is a Member of the Board of Directors of the Santa Clara County Estate Planning Council and the Executive Board of the Silicon Valley Bar Association. He is the past president, Santa Clara County Estate Planning Council and the past chair of the Planning Committee for the annual Jerry A. Kasner Estate Planning Symposium at Santa Clara University, School of Law. Frank Doyle received his B. A. degree from Santa Clara University, his J. D. degree from the University of San Francisco Law School, and his M. S. in Taxation from Golden Gate University. Prior to founding WealthPLAN, Mr. Doyle was a shareholder at a large San Jose law firm where he specialized in tax and estate planning, trust administration and trust litigation.
CLE Webinar Curriculum
Frequently Asked Questions
Dear Participant,
A note from our presenter:
My name is Frank Doyle; I have been working in this area of law for over thirty years…. I am a member of the State Bar of California and certified by the Cal Bar as a specialist in Taxation Law and Probate, Estate Planning and Trust Administration. I am also an educator and I enjoy teaching and sharing the stories of the challenging legal conundrums that I have solved in my estate planning practice over the years. My goal as an educator and professor of law is to provide not only the critical legal analysis required in today's ever-changing legal environment but also the case studies, examples, drafting forms and more to help the participant (you) to understand each topic we cover.
Advanced Legal Training Institute offers...
Customized Onsite Legal Seminars & Training (MCLE) | Legal Consulting & Coaching | Speaking & Client Support Services
© Copyright 2006-2016. Advanced Legal Training Institute. All Rights Reserved.