Estate, Gift & Generation-Skipping Transfer Tax: MCLE BasicsPlus!®
Understand the convoluted intersection between estate planning and tax law

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CLE Credits, earn up to:
12 substantive credits, 1 ethics credits CLE Credit Note -
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Product Description
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
Agenda & Materials
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Day One: September 21, 2021
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9:00 - 9:45 am
Estate, Gift & Generation-Skipping Transfer Tax: Imposition of Estate Tax and Credits
eLecture Add to Cart -
9:45 - 10:50 am
Estate, Gift & Generation-Skipping Transfer Tax: Gross Estate
eLecture Add to Cart -
10:50 - 11:05 am
Break
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11:05 - 11:56 am
Estate, Gift & Generation-Skipping Transfer Tax: Transfers That Remain in Gross Estate
eLecture Add to Cart -
11:56 am - 12:25 pm
Estate, Gift & Generation-Skipping Transfer Tax: Ethical Issues
eLecture Add to Cart -
Day Two: September 22, 2021
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9:00 - 9:56 am
Estate, Gift & Generation-Skipping Transfer Tax: Joint Interests; Proceeds of Life Insurance; Powers of Appointment
eLecture Add to Cart -
9:56 - 10:53 am
Estate and Gift Tax Marital Deductions
eLecture Add to Cart -
10:53 - 11:05 am
Break
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11:05 - 11:57 am
Estate Planning: Generation-Skipping Transfers
eLecture Add to Cart -
11:57 - 12:43 pm
Taxable Estate Deductions
eLecture Add to Cart -
Day Three: September 23, 2021
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9:00 - 10:10 am
Estate, Gift & Generation-Skipping Transfer Tax: Special Valuation Rules and FLPs
eLecture Add to CartTodd Povlich, CFA, ASA, Managment Planning, Inc. , New York
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10:10 - 11:13 am
Estate, Gift & Generation-Skipping Transfer Tax: Determination of Liability
eLecture Add to CartAmiel Z. Weinstock, Esq., AZW Law, PC , Brookline
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11:13 - 11:30 am
Break
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11:30 - 12:27 pm
Estate, Gift & Generation-Skipping Transfer Tax: Disclaimers and Certain Life Estates
eLecture Add to CartAmy Schnitzer, Esq., Bessemer Trust , Boston
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12:27 - 12:55 pm
Key Takeaways with "Ask the Experts" Q&A Session
eLecture Add to CartKelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
Amy R. Lonergan, Esq., Day Pitney LLP , Boston
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- Faculty