The 40th Annual UCLA/CEB Estate Planning Institute

Overview


Nicole M. Pearl and Katrina Crafton Fluet spoke on ‘Avoiding the Knot: Estate and Tax Planning for Unmarried Couples’ at the 40th Annual UCLA/CEB Estate Planning Institute, hosted in Manhattan Beach on April 20-21, 2018.

The Estate Planning Institute covers issues of significant importance to the estate planning specialist, the attorney who handles a moderate number of estate planning cases, and tax professionals. Catch up on the latest in federal and state developments (including the new federal tax code), digital assets, planning for married and unmarried couples—and more!

The session examined estate and tax planning options and strategies for unmarried couples, including:

  • Who are they?
  • Foregone benefits
  • Preserving property rights
  • Tax implications of express or implied agreements
  • Seizing gift tax opportunities
  • Preparing estate plans

View further information on ‘Avoiding the Knot: Estate and Tax Planning for Unmarried Couples’ here.