Trust & Estate Planning CLE - LAST CHANCE for Early Bird Discount

Trust and estate planning has recently become one of the most lucrative practice areas with on-going changes in the tax code. From the underlying substantive law to cutting-edge, practical aspects of trust and estate planning, this program will teach you the latest developments in the law and legislation, as well as provide insight from three of the leading attorneys in the field. Our nationally recognized faculty will cover tax advantages and savings available with IRAâs, pensions, charitable donations, employer/employee taxation plans, and generational giving. Youâll learn the most current law on the wealth transfer tax, federal tax structure, appreciated assets, partnership interests, charitable solutions, and the most effective tax strategies to best advantage your client. This seminar will also discuss the new Estate Tax bill and advanced tactics to minimize tax liabilities. Our instructors will share many real life case applications that will readily illustrate the effectiveness of various structures. Register today to learn the cutting-edge strategies and latest law in trust and estate planning.ÂÂÂÂÂÂÂÂÂÂ

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Key Agenda PointsÂÂÂÂ View Complete Agenda

Federal Estate Tax Structures
Developments in Wealth Transfer Taxation
Best Practices on Planning for Business Succession
Cutting-edge Transfers of Wealth during Life without Liability for Gift Tax
Effectively Planning for Non-Traditional Couples
Best Practices on Tax Savings with IRA's & Pension Plans
Ideal Preparation and Distribution of Management Reports
Step-up's in Basis at Death
Tax Advantages for Strategic Charitable Solutions
Determining the Ideal Charitable Solution for Your Client
Effectively Utilizing C- and S-corp Stock, Partnership Interests and Real Estate
Interactive Question & Answer Session with the Experts

Richard S. Franklin, Leading Attorney on Wealth Transfer Taxation
Karla D. Valas, Vice President for Fidelity Charitable Services
Bradford N. Dewan, National Expert on IRA, Pension, & Employee Taxation

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