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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2:00 - 2:10 pm
Review of the New Law and Its Retroactivity to Deaths Occurring on or after January 1, 2023
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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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2:10 - 2:20 pm
Computation of the Massachusetts Estate Tax Whether The Law Really Eliminated the So-Called Cliff Effect
on demand video Add to CartLeo J. Cushing, Esq., Cushing & Dolan, PC , Waltham
Leo J. Cushing, Esq., Cushing & Dolan, PC , Waltham
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2:20 - 2:30 pm
How Gifting (Either Massachusetts or Non-Massachusetts Real Estate) affects the Massachusetts Estate Tax Computation and Filing Threshold
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11:56 am - 12:25 pm
Estate, Gift & Generation-Skipping Transfer Tax: Ethical Issues
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2:30 - 2:45 pm
How to Compute the Massachusetts Estate Tax on Massachusetts Real Estate for Non-Residents and How To Compute the Massachusetts Estate Tax, if any, on non-Massachusetts real estate for Massachusetts Residents
on demand video Add to CartLeo J. Cushing, Esq., Cushing & Dolan, PC , Waltham
Leo J. Cushing, Esq., Cushing & Dolan, PC , Waltham
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Day Two: September 22, 2021
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2:45 - 2:55 pm
Lack of Portability in Massachusetts and the Estate Tax Cost of Failing to Plan for Married Couples
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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
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3:25 - 3:30 pm
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10:53 - 11:05 am
Break
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11:05 - 11:57 am
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11:05 - 11:57 am
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11:57 - 12:43 pm
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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
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10:10 - 11:13 am
Estate, Gift & Generation-Skipping Transfer Tax: Determination of Liability
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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
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12:27 - 12:55 pm
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- Faculty