12-Hour Program

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Overview

Why You Should Attend

Significant federal transfer tax and related income tax developments may occur during the first eight months of the Trump Administration, including the possible repeal of the federal estate tax.  The program will review any such transfer tax developments, and discuss how they may impact estate, trust and income tax planning, and how they may impact the administration of decedents’ estates.  Moreover, the program will review other recent developments regarding estate, trust and transfer tax and income tax planning.   

What You Will Learn

  • Ethical considerations for attorneys acting as fiduciaries or beneficiaries
  • Income tax basis planning with GRATs and QPRTs
  • Less sophisticated, but important planning techniques
  • Trust selection, the tax rules, and drafting techniques
  • Asset protection planning
  • Fiduciary income tax
  • The Uniform Law dealing with digital assets

. . . and much more!

Special Feature(s) 

  • Earn one hour of Ethics credit

Who Should Attend

Attorneys and other professionals who specialize in estate planning and life insurance and transfer tax planning, including accountants, financial planners, and trust officers, and anyone else whose practice requires a solid understanding of estate planning, should view this program.

Credit Details