Estate Planning Questions The Academy’s Greatest Hits Free Eight-Session Training Course Presented by The American Academy of Estate Planning Attorneys SESSION TWO OF EIGHT The Top 10 Estate Planning Questions (and Answers) from Attorneys Nationwide This one-hour session features Steve Hartnett, Associate Director of Legal Education. A member of the Academy since 2001, he provides insight and answers to both basic and advanced legal questions. Discover the most commonly asked questions about estate planning. Attorneys throughout the country find these questions are often obscure and esoteric, yet you may be surprised at what attorneys want to be clear on before finalizing decisions with clients! In this course, Hartnett helps you grasp a clear understanding by reviewing - and providing answers to - these common questions. Questions being answered in this session: Should I use a Will or a Trust as the primary vehicle in the estate plan? After ATRA (American Taxpayer Relief Act of 2012) and its $5.25 exclusion and portability, is there a reason to set up a family trust / bypass trust at first death? What are the pros and cons? How do I plan for a non-citizen client? Is there any special planning when the spouse is not a citizen of the U.S.? Can I put foreign real estate in a U.S. trust? Should distributions usually go outright to the beneficiaries? What is a Crummey power, how does it work, and what does it mean for it to "hang?" What's the best way to do asset protection planning for my client? Should I do Medicaid planning for my client? How are trusts taxed for income tax purposes? THANKS FOR COMPLETING THE COURSE! Please accept our invitation to join our Blog Community! www.aaepa.com/blog Just Click the Subscribe Button on our Blog Page! Over 4,000 attorneys can't be wrong! Attorneys worldwide benefit from visiting our blog, which offers technical tips on practice building and estate planning, as well as training via webinars and face-to-face interaction. And remember, our legal department serves as your "senior partner," and is available to provide answers to any questions you may have. It's easy to subscribe! And if you don't find the articles, conversations and blog topics interesting, you can unsubscribe at any time! Sign Me Up for the FREE Consultation What our Members are saying: "We've been members of the Academy since 1994. I'd like to tell you why the Academy's Education Department is so important to us. My partners and I are all CPAs and we all have advanced degrees in taxation, but the Academy people are just beyond belief. Whenever we go to regular Bar Association meetings and they say, "Do your documents include this?" and "Do your documents include that?" we always say yes, because the Academy keeps us up-to-date with all the most current documents and knowledge about what's going on in tax law. We're truly state of the art." New Jersey Member Since 1994 © 2016 American Academy of Estate Planning Attorneys. AAEPA, Inc. All Rights Reserved.