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…
Thursday, November 17, 2022 Surviving the Morass of Ethical Problems in Representing Multiple Clients in Complex Planning Instructor: Charles D. “Skip” Fox, IV Ethics Outline Ethics PowerPoint What Can I Say Except, “You’re Welcome”?: Reporting Gifts on a Form 709 Instructor: Sarah B. Kahl What Can I Say Slides What Can I Say Except You’re…
Friday, November 18, 2022 The Midterm Elections Are Now Almost Over – Now What? Instructor: Edward Beckwith The Midterm Elections Are Now Almost Over PowerPoint Avoiding Trust Administration Mistakes Instructor: Jonathan G. Blattmachr Tax Effects of Decanting by Blattmachr Horn Zeydel ACTEC Mid Atlantic Program by Blattmachr Flexible Beneficiary Trusts ACTEC ACTEC MidAtlatic on Flexible…
Thursday, April 20, 2023 The Use of Trusts Instructor: Ron Aucutt The Attorney as a Fiduciary: Permissible Actions and Problem Areas Instructor: Kim D. Fetrow Slicing and Dicing the Trustee’s Roles and Obligationswith Directed Trusts Instructor: Michael M. Gordon Change-Up to Fix-Up: Settling Disputes and Fixing Problems By TrustModification and Reformation Instructor: Margaret E.W. Sager…
Friday, April 21, 2023 Planning for Life After Death: Laws of Succession vs. The New Biology Instructor: Joshua S. Rubenstein Navigating State Income Tax Instructor: Richard W. Nenno Rights of Creditors Following Debtor’s Death Instructor: John A. Terrill, II Making the Most of the Fiduciary Counsel Relationship Panelists: Leslie Gillin Bohner (Fiduciary Trust), Michelle Hong…
Thursday, September 30, 2021 Current Federal Tax Developments Instructor: Jonathan G. Blattmachr A Year in Review: An Estate Planner’s Perspective on Recent Tax Developments Now What?: Surviving the Recent Tax Law Changes – An Estate Planners Perspective Instructor: Jonathan G. Blattmachr, Beth Shapiro Kaufman and Ronald D. Aucutt Washington Update Pending and Potentials Administrative and Legislative…
Friday, October 1, 2021 Planning for Retirement Benefits and Deferred Compensation Instructor: Leonard J. Witman Retirement Assets in a Post Secure, Cares Acts & COVID 19 World Preparing Bullet-Proof Gift Tax Returns Instructor: Anne J. O’Brien Preparing Bullet-Proof Gift Tax Returns From Gift Splitting to Hair Splitting: Improving Your Odds in the Audit Lottery PowerPoint…
Thursday, November 11, 2021 Representing a Fiduciary Instructor: Gregory J. Weinig Representing Fiduciaries Representing Fiduciaries PowerPoint The Attorney as a Fiduciary: Permissible Actions and Problem Areas Instructor: Kim D. Fetrow When, If Ever, Should an Attorney Serve as a Client’s Fiduciary When, If Ever, Should An Attorney Serve as a Client’s Fiduciary PowerPoint Slicing and…
Friday, November 12, 2021 QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts Instructor: Kimberly Gill McKinnon QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts QPRTs, GRATs, and the Fundamentals of Sales to Grantor Trusts PowerPoint Common Business Planning Challenges and Spotting Key Tax Issues for Family-Owned Businesses Instructor: Vincent C. Thomas…