Avoiding Estate Planning Pitfalls and Implementing Best Practices

Date: August 27 2019 CLE Credits: 2 General

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Live Webcast/Rebroadcast - You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
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Course Description

Live Webcast - August 27, 2019

  • 9:00-11:15am PST / 10:00-12:15pm MST / 11:00-1:15pm CST / 12:00-2:15pm EST

The 2017 Tax Cut and Jobs Act doubled the estate tax exemption and, at least until 2026, has significantly decreased the need for estate tax planning in trusts. Ms. Williams will discuss best practices for structuring trusts in light of tax changes over the past decade and uncertainty in the future of the estate tax exemption. 



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  • Julia Williams
    Ms. Williams began her legal career in litigation, with an emphasis business litigation and employment law. After over a decade of litigation practice, Ms. Williams determined that her legal skills were best used helping people and businesses plan for the future. Ms. Williams works with her clients to create comprehensive estate planning documents that meet both her client’s immediate and future needs. Ms. Williams’ practice focuses on personalized estate planning for individuals, couples, and families. She has a broad range of experience including wills, revocable living trusts, family business entity planning, and irrevocable trusts including personal residence trusts and special needs trusts. Ms. Williams is focused on protecting family assets through design of sophisticated plans.

    Contact Julia Williams
      • 2 General Credits
      • ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

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      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. Non-tax planning issues
    2. Opportunities in estate planning
    3. Best practices for ensuring flexibility in a client’s estate plan.

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