Motivate the reluctant client; freeze the estate value to reduce the estate tax load. How many of us have clients waiting on the sidelines to decide what to do after experiencing 2008? The uncertain times and uncertain market have actually created the perfect time to use some of the advanced planning tools in the estate plannerÆs arsenal. Depressed values for good assets open up the opportunity to leverage our clientsÆ assets to achieve bigger results down the road than we thought possible. In this teleconference, youÆll find out what techniques you can use with clients now in the current state of the economy and tax law situation.

Faculty: James A. Carolan, J.D., CTFA, CWS«, Comerica Bank

Verification and Attendance is the responsibility of Lorman Education For credit questions, please contact Lorman at 866-352-9540

On Demand CLE Hours: AK 1.5, AZ 1.5, CA 1.5, CO 2, FL 2, ID 1.5, IL 1.5, IN 1.5, KY 1.5, LA 1.5, MS 1.5, MT 1.5, NC 1.5, ND 1.5, NH 1.5, NM 1.5, NY 1.5, OH 1.5, OR 1.5, PA 1.5, SC 1.5, TN 1.5, UT 1.5, VT 1.5, WA 1.5, WI 1.5, WV 1.8, WY 1.5

Self-Study CLE Hours: AK 1.5, AZ 1.5, CA 1.5, CO 2, FL 2, GA 1.5, ME 1.5, MO 1.8, MT 1.5, ND 1.5, NM 1.5, NV 1.5, NY 1.5, OR 1.5, TX 1.5, UT 1.5, VT 1.5, WA 1.5, WV 1.8

On demand orders placed on a weekend or holiday will be fulfilled on the next business day.