Estate, Gift & Trust Conference Webinar

• Hear about recent proposals and regulatory guidance to the income tax code, fiduciary income tax, the taxation of capital, IRAs and qualified plans, and the estate tax
• Analyze the impact of these developments and gather ideas on how to plan your response.
• Review grantor trust rules, with a particular look at the more complicated ones.
• Receive strategies for creating trusts to avoid grantor trust treatment and discuss other related gift trust planning scenarios.
• Explore the GST exemption, its automatic allocation rules, the traps in permitting the automatic rules to exhaust the exemption, and how planners should best utilize it.
• Plus, receive tips on reporting gifts on both Schedule A and D of the IRS Form 709.
• Evaluate a variety of methods for charitably inclined clients and advisors to use assets in existing non-charitable trusts for charitable purposes.
• Recognize the advantages, disadvantages, and the appropriateness for each method of giving.
• Consider techniques for trust design that allow flexibility.

All times are Eastern Time Zone

9:25 AM - 9:30 AM | Welcome

9:30 AM - 10:45 AM | Proposals and Guidance: A Legislative Update
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP(Distinguished) | Keebler & Associates, LLP

10:55 AM - 11:50 AM | What's Happening to IRAs After Death
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP(Distinguished) | Keebler & Associates, LLP

12:00 AM - 1:30 PM | A Grantor Trusts Deep Dive
Speakers: Rebecca Wallenfelsz, JD | Chapman and Cutler LLP
Carl C. Fiore, JD, LLM | Andersen Tax LLC

1:30 PM - 2:15 PM | Lunch

2:15 PM - 3:15 PM | Practical Considerations in Using and Allocating the GST Exemption
Speaker: Brian T. Whitlock, CPA, JD, LLM, Attorney at Law |Brian T. Whitlock, P.C.

3:25 PM - 4:15 PM | Private Placement Life Insurance: The Opposite of Life Insurance
Speaker: Thomas J. Pauloski, JD | Bernstein Private Wealth Management

4:25 PM - 5:35 PM | Charitable Giving with Non-Charitable Trusts
Speakers: Kim Kamin, JD, AEP | Gresham Partners LLC
Carl C. Fiore, JD, LLM | Andersen Tax LLC