Gift

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This presentation will provide an overview of the federal estate tax return (Form 706) and the federal gift tax return (Form 709). These forms are used to report and pay tax on bequests and lifetime gifts and are an integral part of estate planning and administration. The presentation will cover the general purposes and structure of the forms, as well as provide tips for preparing them.

Covered:

• Winners and Losers
• Spousal Support
• Child Support
• Estate and Gift Tax

Explore how domestic asset protection trusts are used in estate and tax planning, and get real-life advice for drafting and defending them. Make the best use of these unique planning tools:

• Understand the origins and current state of DAPTs to make sure you comply with the rules governing them.
• Explore key provisions of DAPTs and find out how to maximize their potential.
• Identify common weak points of DAPTs and learn simple preventive and defensive strategies.
• …

Protect Your Client’s Assets With Proper Gifting Strategies

This dynamic course offers a practical introduction to pitfalls of gifting, including gift tax planning principles and procedures, jeopardizing Medicaid benefits and handling inaccurate beneficiary designations. Whether you’re just beginning your estate planning practice or are an experienced attorney, you’ll find value in this fundamental legal course that will steer you clear of common mistakes made in this tricky area of …

Reevaluate the effectiveness of the current approaches to drafting credit shelter trusts and get practical tips for revising existing trusts and drafting new ones to maximize their protective power.

• Analyze the effect of the 2010 estate and gift tax changes on the effectiveness of credit shelter trusts.
• Explore non-tax benefits of credit shelter trusts and sample provisions that maximize them.
• Custom-tailor your credit shelter trusts to the specific needs of clients…

This course reviews GST tax planning and compliance, including practical ways to address past mistakes and avoid common pitfalls. Our experienced faculty will share time-tested and new tips and techniques that can help you take your estate planning practice to the next level.

• Make certain the client’s gift and GST tax planning strategies don’t clash.
• Get specific drafting tactics for minimizing GST tax burden.
• Find out what the recent law-making efforts mean to you…

This two-day conference consists of a series of lecture sessions designed to examine in detail current developments in the estate and gift tax field; strengthen the practitioner’s knowledge and application of estate planning techniques to a multitude of diverse and complex problems; and to provide a forum for the discussion of important estate planning problems and their solutions. The sessions will be led by a group of conference faculty members comprised of estate planning and tax practi…

This two-day conference consists of a series of lecture sessions designed to examine in detail current developments in the estate and gift tax field; strengthen the practitioner’s knowledge and application of estate planning techniques to a multitude of diverse and complex problems; and to provide a forum for the discussion of important estate planning problems and their solutions. The sessions will be led by a group of conference faculty members comprised of estate planning and tax practi…

This two-day conference consists of a series of lecture sessions designed to examine in detail current developments in the estate and gift tax field; strengthen the practitioner’s knowledge and application of estate planning techniques to a multitude of diverse and complex problems; and to provide a forum for the discussion of important estate planning problemsand their solutions. The sessions will be led by a group of conference faculty members comprised of estate planning and tax p…

This two-day conference consists of a series of lecture sessions designed to examine in detail current developments in the estate and gift tax field; strengthen the practitioner’s knowledge and application of estate planning techniques to a multitude of diverse and complex problems; and to provide a forum for the discussion of important estate planning problems and their solutions. The sessions will be led by a group of conference faculty members comprised of estate planning and tax practi…

This is the first part in a year-long series of monthly discussions designed to provide new and transitioning practitioners a core set of tools necessary to practice in the areas of estate planning and probate administration. The series will cover substantive legal aspects of the practice, as well as practice tools, management and marketing concepts necessary to build a successful Trusts and Estates practice.

This first session will lay a foundation for the series by providing a basic…

The tax law changes turmoil has settled down for the next couple years, but do you know how your decisions today may affect your client’s future tax burdens? Get up-to-date key information to help you build flexibility into all your trust and estate plans and to take full advantage of all the tax-saving techniques available today.

• Get the latest update on the current state of the estate/gift/income tax law.
• Review the basic principles of trust tax planning and reporti…

On December 17th, 2010, President Obama signed the “Tax Relief, Unemployment Insurance Reauthorization and Jobs Creation Act of 2010,” which extended the so-called “Bush Tax Cuts.” The law has a significant impact on estate taxes, gift taxes, and generation skipping transfer taxes. Estate planners need to know how this legislation affects clients in a number of areas, including discount planning, estate and gift exemptions, and extended deadlines.

This program addresses the key featur…

The Tax Reform Act of 2010 which was enacted December 17, 2010 made the most significant changes in rates and exemptions for the federal estate, gift and generation skipping tax since the last major tax relief bills enacted in 2001 and 2003-and-like the earlier legislation, the new law contains a broad sunset provision. This program will provide an overview of the law, discuss the impact of the Act on estates of decedents dying in 2010, the increased importance of state taxes under the 2010 A…

We will explore recent updates inthe key income tax rules, and the windfalls and pitfalls of the new estate and gift tax laws. Plus, youll get up to speed on the tax-free IRA/charitable rollover and other charitable giving tax incentives. Other topics include portability and tax-saving transfers for estates.

This session will review the most significant statutory enactments, judicial decisions, IRS rulings and Department of Treasury regulations promulgated during the last twelve months that affect general income taxation, corporate taxation, partnership taxation, wealth taxation and tax procedure.

Gifting remains one of the essential Medicaid planning tools, despite the recent and anticipated tax law changes. Review the state of gift tax after the turmoil of EGTRRA and repeal year, and get gift planning tactics for the new legislative environment.

• Review the definition of a gift for Medicaid planning purposes and make certain your clients’ asset transfers comply with the current laws and limitations.
• Identify potential pitfalls associated with unintentional …

Find out how the recent changes in gift and estate tax will affect 2010 and 2011 tax returns and learn to make the best of the situation with practical tips from the experts.

• Get a review of the 2011 tax regime.
• Learn simple asset allocation and classification tactics to minimize the tax burden.
• Prevent the harmful effects of unintentional gifts.
• Get quick tips for preparing the 2010 and 2011 estate tax returns.

Who Should Att…

All estate practitioners must educate themselves on the changes implemented by the recently enacted 2010 Tax Relief Act (the “Act”), which provides important gift, estate and generation-skipping transfer tax law changes for a period of two years. What will the rules be during this two year period? What will happen after the passage of this two-year period?

Whether your practice focuses primarily on estate planning and/o…

This presentation will review effective charitable gifting strategies from an income, gift and estate tax perspective and summarize any recent developments in the area.

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