CLE on Planning with Portability – Wills, Trusts & Estates Prof Blog

The American Taxpayer Relief Act of 2013 (ATRA) has given portability its permanence. Portability requires additional review and revision of estate plans by counsel that some clients may resist. Are you prepared to listen to your clients’ concerns, work within their legal budgets, and provide the appropriate guidance? 

Read more: CLE on Planning with Portability – Wills, Trusts & Estates Prof Blog