Skip to content
Round Logo — Smalller size
Wills, Trusts, & Estates Prof Blog
Formerly Hosted by the Law Professor Blogs Network

CLE On Income Taxation Of Estates And Trusts

By Gerry W. Beyer

CLE PictureBloomberg BNA is sponsoring a free CLE entitled, Fundamentals and Planning for the Income Taxation of Estates and Trusts, scheduled to take place on Thursday, January 21, 2016 from 12:30 to 1:30PM eastern time, online. Here are some details about the event:

 Learn the essentials to craft a plan for the income taxation of estates and trusts. Understand the importance of tax planning in light of the tax brackets for trusts, which are extremely compressed compared to individuals . Trusts are also subject to Medicare tax. Our webinar will explore minimizing federal income taxes, capital gains treatment, year-end and after-year-end planning, impact of grantor trust status, and basis of grantor trust assets.

Educational Objectives:
• Understand how to deem capital gains to be part of the distribution to a beneficiary
• Learn tax planning which can be done after December 31st
• Explore the impact of grantor trust status and gain the ability to swap assets
• Review the basis of the trust assets after the death of the grantor

Posted in:
Conferences & CLE, Estate Tax, Gift Tax, Income Tax and Trusts