Class II, Program 2

Friday, October 1, 2021 Planning for Retirement Benefits and Deferred Compensation Instructor: Leonord J. Witman Coming soon! Preparing Bulley-Proof Gift Tax Returns Instructor: Anne J. O’Brien Coming soon! Lifetime Asset Transfers: An Overview Instructor: Paul S. Lee Coming soon! Conquering Subchapter K: Fundamentals of Partnership Taxation for Estate Planners Instructor: Paul S. Lee Coming soon!…

Class II, Program 1

Thursday, September 30, 2021 Current Federal Tax Developments Instructor: Jonathan G, Blattmachr Coming soon! Now What?: Surviving the Recent Tax Law Changes – An Estate Planners Perspective Instructor: Jonathan G. Blattmachr and Beth Shapiro Kaufman Coming soon! The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond Instructor: Beth Shapiro Kaufman Coming soon! Fiduciary Income Tax Basics and…

Class I, Program 1

The Use of Trusts Instructor: Ronald D. Aucutt The Use of Trusts The Use of Trusts PowerPoint   Lifetime Asset Transfers: An Overview QPRTs, GRATs and the Fundamentals of Sales to Grantor Trusts Instructor: Paul S. Lee MAFI Technical Materials Cover Page Section 7.2 (Taxation of Completed Gifts) from Casner and Pennell Estate Planning Chapter…

Class I, Program 2

Successful Marital Deduction Planning Instructor: Barbara A. Sloan Successful Marital Deduction Planning   Representing Clients with Diminished Capacity: Addressing their Needs and Dealing with their Families Instructor: Bernard A. Krooks Representing Clients with Diminished Capacity Representing Clients with Diminished Capacity: Addressing their Needs and Dealing with their Families PowerPoint Waiver of Attorney Client Privilege  …

Class I, Program 4

Fiduciary Income Tax Basics and the Use of Internationally Defective Grantor Trusts Instructor: T. Randolph Harris Fiduciary Income Tax Basics   Navigating State Income Taxes on Trusts and Their Beneficiaries Instructor: Richard W. Nenno Minimizing or Eliminating State Income Taxes on Nongrantor Trusts Minimizing or Eliminating State Income Taxes on Nongrantor Trusts PowerPoint   Conquering…

Class I, Program 3

The Exemption from the Generation-Skipping Transfer Tax: The Basics and Beyond Instructor: Ellen K. Harrison The Exemption from the Generation-Skipping Transfer Tax (“GST Exemption”): The Basics and Beyond The Exemption from Generation-Skipping Transfer Tax: The Basics and Beyond PowerPoint   The Attorney as a Fiduciary: Permissible Actions and Problem Areas Instructor: Kim D. Fetrow When,…