Tax Impact on Estate Plans

Richard Mayberry taught this class or sections of it to Northern Virginia lawyers for continuing legal education:

Tax Impact on Estate Plans
Program Description

Tax Planning Techniques for Drafting Basic Inheritance Documents

The tax law changes turmoil has settled down for the next couple years, but do you know how your decisions today may affect your client's future tax burdens? Get up-to-date key information to help you build flexibility into all your trust and estate plans and to take full advantage of all the tax-saving techniques available today. 

  • Get the latest update on the current state of the estate/gift/income tax law.
  • Review the basic principles of trust tax planning and reporting.
  • Make the best use of the disclaimer trusts and Crummey powers in trusts.
  • Minimize GST tax through proper planning and efficient transfers

Presenter: Richard Mayberry
  • Estate Tax Update
  • Gift Tax and Exclusions
  • Planning for the Final Income Tax Return
  • Generation-Skipping Transfer Tax
  • Trust Taxation Basics
  • Disclaimer Trusts
  • Crummey Powers and the IRS
Who Should Attend

This legal course is designed for attorneys. Others who may benefit include trust officers and personal representatives, estate and financial planners, accountants and CPAs, and paralegals.

Agenda / Content Covered
Session Time: 2:00 PM - 3:30 PM Eastern

Last Delivered: 3/11/11