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Description
p>This annual program provides a wide-ranging on important developments impacting your estate and trust planning practice.
The program provides a discussion of recent case law, regulatory developments and IRS rulings related to beneficiary creditor protections, basis planning, qualified small business stock, deductions for pass-through income, limits on state taxation of non-grantor trusts, and much more.
The program discusses the changing dynamic of trust and estate planning practice.
This annual program provides a practical review of developments impacting your trust and estate planning practice.
- Impact of recent tax law on trust and estate planning
- Review of significant letter rulings, case law, and regulatory developments
- Fiduciary litigation trends
- Review of legislative proposals, including impact of election