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 Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners

Instructor: Paul S. Lee

• Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners
• Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners PowerPoint

 

Charitable Gifting, Charitable Entities and Gifting: An Overview

Instructor: Edward Jay Beckwith

• Charitable Entities & Charitable Giving: An Overview PowerPoint

 

Charitable Reminder Trusts/Charitable Lead Trusts

Instructor: Richard L. Fox

• Charitable Remainder Trusts/ Charitable Lead Trusts
• Overview of Charitable Remainder Trusts and Charitable Lead Trusts Outline