Nebraska Activity #166775, 1.0 hours CLE (Distance Learning)
Estate planning for professionals – physicians, lawyers, accounts and others – and executives raises challenging issues for the planner. These clients have high incomes but retirement assets are that are highly concentrated in restrictive retirement plan. They tend to have few tangible business assets – such as real estate or capital equipment or contact rights – but are often the target of many claimants – such as former clients in fiduciary litigation, tort claimants, former spouse and others. Planning for them is a challenge of shielding tangible assets from a range of potential claimants, generating income from restricted retirement assets, and structuring income in a way to maximize growth potential and tax benefits. This program will provide you with a guide to issues and techniques when planning for professionals and executives.
Day 2 – November 14, 2018:
- Spendthrift trusts, LLCs and other wealth protection vehicles for professionals and executives
- Understand the risks of fraudulent transfers in trust planning
- Effective use of insurance and annuity products to shield assets and produce income over time
- Planning with trusts to provide for family and the education of children
- Understand the impact of bankruptcy concepts on estate planning
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.
Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.
To Register:Cost $89.00
- Click on above link
- Click “Login to add to cart” button at the bottom of the program page
- This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
- Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
- Once completed click “Update & Proceed to Payment”
- The final step is to click “Submit Payment”
- At this point you will receive an email confirmation of the purchase
- The day before the Program you will receive the dial in information and program materials
- We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion
If you need additional information on your CLE credits please contact:
Amy Prenda, Nebraska State Bar Association
(402) 475-7091 ext # 131; firstname.lastname@example.org