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CLE on Tax Planning for Trusts and Estates

By Gerry W. Beyer

CLEThe National Business Institute is holding a conference entitled, Tax Planning for Trusts and Estates, on Friday, October 19, 2018, at the Hilton Long Island/Huntington in Melville, New York.  Provided below is a description of the event:

Program Description

Get Practical Strategies to Ease Your Clients’ Tax Burdens

The ongoing changes in federal and state tax regulations create unique challenges attorneys must face in planning for and reporting taxes connected with trusts and estates. Are you prepared to insulate your clients’ estate plans from regulatory storms and ensure smooth and secure preservation and transfer of wealth? This course offers practical tax planning strategies that will help you minimize tax burdens and ensure IRS compliance. Get straightforward instruction to help you through both routine tax return preparation and the final accounting. Register today!

  • Decrease your client’s tax burden through resourceful estate planning.
  • Find out how the current status of state and federal estate tax affects your ongoing cases.
  • Gain federal tax return preparation tips from experienced faculty.
  • Get practical guidance through the nuts and bolts of income tax planning for trusts and estates.
  • Learn how to handle common problems in distributions to minors and trusts after grantor’s death.
  • Avoid unnecessary burden on the estate with clear delineation of income and principle.
  • Classify estate assets for the most favorable taxation.
  • Adapt your practices and update your clients’ current plans according to the latest regulations.

Who Should Attend

This basic-to-intermediate level program will benefit:

  • Attorneys
  • Estate Planners
  • Investment Advisers
  • Accountants
  • Trust Officers
  • Fiduciary Tax Specialists
  • Tax Preparers
  • Paralegals

Course Content

  1. Gift Tax Planning
  2. Federal Estate Tax Update
  3. State Death Taxes
  4. Estate Tax Planning Considerations
  5. Federal Estate Tax Return (Form 706)
  6. Post-Mortem Tax Planning Options
  7. Income Taxation of Trusts and Estates

Continuing Education Credit

Continuing Legal Education

Credit Hrs State
CLE 7.20 –  NJ
CLE 7.00 –  NY*
CLE 6.00 –  PA

Financial Planners – Financial Planners: 7.00

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *

* denotes specialty credits

Posted in:
Conferences & CLE, Estate Planning - Generally, Estate Tax, Generation-Skipping Transfer Tax, Gift Tax and Income Tax