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51st Annual Heckerling Institute on Estate Planning

Richard will lead a special session entitled: Extraordinary, Efficient, Elegant, Evolutionary: The Annual Taxable Gifts Approach and Testamentary CLAT Remainder.  This presentation proposes that wealth be transferred to family during lifetime using the Annual Taxable Gifts Approach to entirely eliminate estate taxes.  The panel will also review the merits of combining this approach with a zeroed-out Testamentary CLAT to both eliminate estate taxes and endow the family's foundation.  Through a quantitative analysis, the astonishing results will be revealed.

Later Event: January 20
Portland Estate Planning Council