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Tax Fundamentals of Estate Planning

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National Business Institute
May 30, 2018

Please click here for more information or to register.

PROGRAM DESCRIPTION

Gain Vital Knowledge About the Role Taxes Play in Estate Planning

Do you have the knowledge needed to insulate your clients' estate plans from regulatory storms and ensure smooth and secure preservation and transfer of wealth? This course offers a straightforward overview of tax consequences and planning strategies that will help you minimize tax burdens and ensure IRS compliance. Build a solid tax foundation for your practice. Register today!

WHO SHOULD ATTEND

This legal tax guide is designed for attorneys. It will also benefit accountants and CPAs, estate planners, investment advisers, tax specialists, trust officers, and paralegals.

COURSE CONTENT

  1. Tax Fundamentals and Tax Reform Update
  2. Tax Consequences of Basic Estate Planning Tools
  3. Income Taxation of Trusts and Estates
  4. Portability and the Federal Estate Tax Return (Form 706)
  5. Basic Tax Planning With Trusts
  6. Legal Ethics
  7. A Survey of State Tax Laws and Considerations for Clients Who Own Property in Multiple States

CREDITS

Approved for 7.2 NJ/6.0 PA CLE

TIME

10:00 a.m. - 5:00 p.m. Eastern

LOCATION

Video Webinar

SPEAKERS

Practice Areas