Estate, Gift & Generation-Skipping Transfer Tax: MCLE BasicsPlus!®
Understand the convoluted intersection between estate planning and tax law
- Product Number: 2220005P01
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CLE Credits, earn up to:
12 substantive credits, 1 ethics credits CLE Credit Note -
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$295.00; Members $265.50; New Lawyers $147.50
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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
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9:45 - 10:50 am
Estate, Gift & Generation-Skipping Transfer Tax: Gross Estate
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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
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11:56 am - 12:25 pm
Estate, Gift & Generation-Skipping Transfer Tax: Ethical Issues
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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
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9:56 - 10:53 am
Estate and Gift Tax Marital Deductions
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10:53 - 11:05 am
Break
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11:05 - 11:57 am
Estate Planning: Generation-Skipping Transfers
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11:57 - 12:43 pm
Taxable Estate Deductions
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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
on demand video 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
on demand video 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
on demand video 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
on demand video Add to CartKelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
Amy R. Lonergan, Esq., Day Pitney LLP , Boston
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- Faculty