Avoiding Estate Planning Pitfalls CLE
Avoiding Estate Planning Pitfalls and Implementing Best Practices



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.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on August 27, 2019

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.

CLE SpeakerJulia Williams
Ms. Williams began her legal career in litigation, with an emphasis on business litigation and employment law. After over a decade of litigation practice, Ms. Williams determined that her legal skills were best used for 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 the 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.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state’s rules. Please visit our State Requirements page for information regarding your state’s CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney’s primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

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.