There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
The Art and Science of Advanced Fiduciary Elections Fiduciaries and Advisors Are Faced With; 2023 Annual Meeting of the Tax Bar and Tax Policy Conference
Taxation Law Section
Credit(s):
1 Participatory MCLE Credits
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
The panel will discuss the numerous tax elections in estate and trust administration. You already may have heard about the marital deduction, alternate valuation, and section 6166. Those are all too common for this program. Here we will discuss some of the important—and even obscure—elections that you might not see on a regular basis. Join us on a journey through the depths of the Internal Revenue Code and the Treasury Regulations as we explore tips and traps for fiduciary income and estate tax elections John Prokey, Partner – Ramsbacher Prokey Leonard Justin Miller, Partner – Evercore Wealth Management.
1 Participatory MCLE Credits
1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
Customers Who Bought This Item Also Bought
(OnDemand) The Trusts and Estates Ethics Guide Webinar for Litigation Is Here!
(OnDemand) The Trusts and Estates Ethics Guide Webinar for Planners Is Here!
(OnDemand) Got Capacity? Selecting and Applying Mental Capacity Standards
(OnDemand) Ethical Concerns for Trust and Estate Practitioners
(CLEtoGo (Podcasts)) Mediation of Trust and Estate Disputes – Part I
(OnDemand) Mediation of Trust and Estate Disputes – Part I
(OnDemand) All About CalABLE Accounts And Their Benefits for Disabled Clients
(OnDemand) Trust Protectors: Guardians of the (Trust) Galaxy
(CLEtoGo (Podcasts)) Afternoon with IRS Program Manager of Estate and Gift Tax Policy: Recent Developments in Estate & Gift Tax
(CLEtoGo (Podcasts)) Understanding Estate, Gift, and Generation- Skipping Transfer Tax Rules for U.S. and Non- U.S. Residents
(OnDemand) How to Navigate the Ethical Landmines for Estate Planning Attorneys
(OnDemand) Key Developments in Estate Planning 2023
We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
Adding Registration, Please wait...
