Thursday, September 15, 2022 The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments Instructor: Howard Zaritsky SE Regional.YIR Outline SE Regional.YIR PP The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond Instructor: Beth Shapiro Kaufman Cover note for MAFI materials 2022 GST Tax Outline (2017) – Prof. David Powell, for MAFI MAFI Problem…
Friday, September 16, 2022 Lifetime Asset Transfers: An Overview Instructor: Paul S. Lee Combined Materials for Lifetime Asset Transfers Lifetime Transfers Slides Conquering Subchapter K: Fundamentals of Partnership Taxation for Estate Planners Instructor: Paul S. Lee Subchapter (K)ryptonite Outline Conquering Subchapter K(ryptonite) Slides The Baker’s Dozen – “13 Things You May Not Know about Preparing a Federal…
Monday, September 21, 2020 Settling and Fixing Trust Disputes and Problems by Modification and Reformation Instructor: Margaret E. W. Sager Down the Rabbit Hole and Through the Looking Glass: The Wonderland of Trust Situs and Governing Law Giving Your Trust A Facelift: Trust Modification Change-Up to Fix-Up: Settling and Fixing Trust Disputes and Problems by…