CLE on Planning and Administering Estates and Trusts
The American College of Trust and Estate Counsel (ACTEC) isa nonprofit association of lawyers established in 1949. Its members are electedto the College by demonstrating the highest level of integrity, commitment tothe profession, competence and experience as trust and estate counselors.
Why You Should Attend
When planning and administering estates and trusts, do youknow how to avoid income tax traps while maximizing income tax planningopportunities?
In this engaging CLE seminar, experts from The AmericanCollege of Trust and Estate Counsel teach you helpful strategies to bothminimize unexpected income tax liabilities and secure special income taxplanning benefits in the context of related-party transactions, decedents,trust, and estates.
This replay was originally presented on May 9, 2013.Questions submitted during the program will be answered by email within twobusiness days after the program.
The replay is being heldon July 30. Click here to register.
What You Will Learn
- impact of income tax changes on trusts and estates made bythe American Taxpayer Relief Act of 2012 (ATRA)
- unexpected income tax consequences arising from lifetimegifts and related-party transactions
- immediate pre-death income tax planning opportunities
- basis and other income tax issues arising at death
- administering trusts and estates to minimize income taxes
- state income tax issues impacting trusts and estates
Who Should Attend
Accountants, fiduciary counsel, estate planners, estate andtrust administrators, and other attorneys who handle tax matters in the contextof estate administration should attend this accredited continuing legaleducation program from ALI CLE.