Product Description

Estate, Gift & Generation-Skipping Transfer Tax: MCLE BasicsPlus!® provides an in-depth look at estate and gift taxes, generation-skipping transfer taxes, and the federal income tax. This intensive program gives you the essential knowledge and understanding that you need to develop your core estate taxation skills and avoid common mistakes. You get direct, focused exposure to the experts in a dialogue that delves into the complex issues estate planners must navigate.

Agenda & Materials

• Day One: September 21, 2021
• 9:00 - 9:45 am

  Estate, Gift & Generation-Skipping Transfer Tax: Imposition of Estate Tax and Credits

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  Christopher A. Voukides, Esq., Day Pitney LLP , Boston
  
• 9:45 - 10:50 am

  Estate, Gift & Generation-Skipping Transfer Tax: Gross Estate

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  Joshua S. Miller, Esq., Acadia Management Company, Inc. , Boston
  
• 10:50 - 11:05 am

  Break
• 11:05 - 11:56 am

  Estate, Gift & Generation-Skipping Transfer Tax: Transfers That Remain in Gross Estate

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  Kevin M. Ellis, Esq., Hemenway & Barnes LLP , Boston
  
• 11:56 am - 12:25 pm

  Estate, Gift & Generation-Skipping Transfer Tax: Ethical Issues

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  Joshua S. Miller, Esq., Acadia Management Company, Inc. , Boston
  Kevin M. Ellis, Esq., Hemenway & Barnes LLP , Boston
  Amy R. Lonergan, Esq., Day Pitney LLP , Boston
  
• Day Two: September 22, 2021
• 9:00 - 9:56 am

  Estate, Gift & Generation-Skipping Transfer Tax: Joint Interests; Proceeds of Life Insurance; Powers of Appointment

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  Catherine Olender Neijstrom, Esq., Gilmore, Rees & Carlson, PC , Wellesley
  
• 9:56 - 10:53 am

  Estate and Gift Tax Marital Deductions

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  Amy R. Lonergan, Esq., Day Pitney LLP , Boston
  
• 10:53 - 11:05 am

  Break
• 11:05 - 11:57 am

  Estate Planning: Generation-Skipping Transfers

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  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 11:57 - 12:43 pm

  Taxable Estate Deductions

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  Kelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
  
• Day Three: September 23, 2021
• 9:00 - 10:10 am

  Estate, Gift & Generation-Skipping Transfer Tax: Special Valuation Rules and FLPs

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  Todd Povlich, CFA, ASA, Managment Planning, Inc. , New York
  
• 10:10 - 11:13 am

  Estate, Gift & Generation-Skipping Transfer Tax: Determination of Liability

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  Amiel Z. Weinstock, Esq., AZW Law, PC , Brookline
  
• 11:13 - 11:30 am

  Break
• 11:30 - 12:27 pm

  Estate, Gift & Generation-Skipping Transfer Tax: Disclaimers and Certain Life Estates

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  Amy Schnitzer, Esq., Bessemer Trust , Boston
  
• 12:27 - 12:55 pm

  Key Takeaways with "Ask the Experts" Q&A Session

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  Kelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
  Amy R. Lonergan, Esq., Day Pitney LLP , Boston
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Cochairs

Faculty