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NAEPC Webinar - "2014 Planning With 99 Year GRATs, 33 Year CLATs, & UPSPATS that are Ready To Go!"
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When: 08/13/2014
3:00 - 4:00 PM
Where: Webinar
Presenter: Turney P. Berry, JD, AEP®*
Contact: NAEPC

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"2014 Planning With 99 Year GRATs, 33 Year CLATs,
and UPSPATS that are Ready To Go!"

Expertise offered by Turney P. Berry, JD, AEP®*  Wyatt, Tarrant & Combs LLP

About the program:
This webinar will discuss three interesting planning ideas popular in 2014: the long-term GRAT that hopes to achieve estate reduction as interest rates rise, the long-term CLAT that hopes to achieve estate reduction because current interest rates are artificially low, and the “ready to go” UPSPAT that hopes to turn an ancestor’s unused estate tax exclusion into an asset.

About the speaker:

Turney Berry is an estate planning attorney in Louisville, Kentucky who chairs the 26 attorney estate planning group of Wyatt, Tarrant & Combs, LLP. Turney writes and speaks frequently on estate planning matters across the country. He is a former regent of ACTEC, a Uniform Law Commissioner, a member of the advisory committee of the Heckerling Institute on Estate Planning, and a trustee of the Southern Federal Tax Institute.

This is an intermediate – advanced program (advanced topics, simply explained!)​


Registration Fees
• $40 / Accredited Estate Planner® designee
• $60 / member of EPCNYC
• $100 / non-member
• $250 / council meeting or group gathering

To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.

Continuing education credit will be available for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.

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