Income Taxation of Estates & Trusts: MCLE BasicsPlus!
A comprehensive guide to income taxation of simple and complex trusts
- Product Number: 2250062RB1
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CLE Credits, earn up to:
12 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
This two-day course provides a complete and essential framework on tax considerations when drafting trusts. Experienced panelists focus on the sections of the Internal Revenue Code and regulations therein which deal with the taxation of trusts and guide you through different types of trusts, trustee powers, computation of income, and basic taxation. This course provides the attorney who has recently decided to concentrate practice in probate and estate planning with a formidable foundation in income taxation of trusts. You emerge with definitive knowledge of income taxation of trusts and the key tools needed to effectively counsel your clients.
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Agenda
Agenda & Materials
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Day One: Wednesday, November 20, 2024
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9:30 - 11:30 am
Federal Income Taxation of Simple and Complex Trusts
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11:30 - 11:45 am
Break
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11:45 - 12:45 pm
Computation of Net Taxable Income and Credits by Trusts, Estates, or Beneficiaries
Anne Katsas, Esq, Fiduciary Trust Company , Boston
Patricia Schatzlein Smock, Esq., Fiduciary Trust Company , Boston
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12:45 - 1:45 pm
Lunch (on your own)
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1:45 - 2:45 pm
Computation of Net Taxable Income and Credits by Trusts, Estates, or Beneficiaries (cont)
Anne Katsas, Esq, Fiduciary Trust Company , Boston
Patricia Schatzlein Smock, Esq., Fiduciary Trust Company , Boston
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2:45 - 3:00 pm
Break
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3:00 - 4:00 pm
Massachusetts Income Taxation of Estates and Trusts
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Day Two: Thursday, November 21, 2024
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9:30 - 11:15 am
Foreign Trusts, Trusts for S-Corporation Stock, and Special Trusts
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11:15 - 11:30 am
Break
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11:30 - 12:30 pm
Powers of Appointment, Powers of Withdrawal, and Trustee Powers
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12:30 - 1:15 pm
Lunch (on your own)
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1:15 - 2:00 pm
Powers of Appointment, Powers of Withdrawal, and Trustee Powers
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2:00 - 3:00 pm
Grantor Trusts
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3:00 - 3:15 pm
Break
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3:15 - 4:30 pm
Grantor Trusts (cont.)
Special Program Materials:
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.
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