Associate Tye Klooster will speak on "Strategies to Pay Estate and Gift Taxes" at 10:00 a.m. on Tuesday, June 16.
Topics of the conference include:
- Transferring Wealth During Life Without Gift Tax
- Sales to Grantor Trusts, with Forms
- Charitable Income Tax Deduction: Advanced Issues
- Charitable Split-Interest Transfers: In-Depth Planning
- Planning for Retirement Benefits
- Life Insurance in Estate Planning: What’s New and What’s Left?
- Planning for Noncitizens Residing in the United States
- Post-Mortem Planning with Disclaimers, with Forms
- Fiduciary Principles of Trust Investments
- Administering Discretionary Trusts, with Forms
- Amending, Decanting, and Judicially Modifying Irrevocable Trusts
- Strategies for Paying Estate and Gift Taxes
- Drafting Tax Apportionment Clauses
- Estate and Income Taxation of Settlements
- Premarital Agreements
- Asset Protection Planning
- Special Needs Trusts
- Working with Incapacitated and Impaired Clients
- Ethics Issues for Estate Planners
- Estate Planning for the Next Generation