Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!

Date: Wednesday, October 7, 2020
Time: 6:00pm - 8:00pm
Location: ZOOM
Speaker: Justin T. Miller, J.D.,LL.M., TEP, AEP, CFP

PROGRAM

The Income Taxation of Trusts

MCLE Credit:

Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!

Thanks to recent tax reform, the complex rules related to fiduciary income tax have become even more complicated. How are trusts taxed after a divorce? What happens to excess deductions after termination? Can multiple nongrantor trusts take advantage of qualified small business stock exclusions, receive additional SALT limitations, avoid state income taxation, and still allow the grantor to get the trust assets back at a later date? This presentation will answer those questions and more. To help practitioners minimize the impact of higher trust tax rates and avoid many of the traps for the unwary, this program will review the impact of recent tax reform, case law, IRS guidance, and Treasury regulations related to the taxation of trusts.

The program will be presented via ZOOM. Once you have RSVP'd, you will be sent Log-In instructions.

The agenda will be as follows:

6:00 – 6:05 pm:  Welcome to members and guests participating in networking opportunity

6:05 – 6:30 pm:  Networking opportunity in break-out rooms (5-6 person per room)  (suggested format – introduction by each member guest, estate planning services provided, current challenges or issues)

6:30 – 6:45 pm:  Welcome by President and monthly announcements (VP report on upcoming programs, Membership Chair announcements)

6:45 – 7:00 pm:  Introduction of the program sponsor;  Sponsor presentation;  Introduction of program speaker or panel

7:00 – 8:00 pm:  Main Program

8:00 – 8:30 pm:  Q&A;  Closing

Meeting Sponsored by Anderson Zeigler

 

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***PLEASE USE THE RSVP BUTTON BELOW***

 

***PLEASE REGISTER ON ZOOM***

https://us02web.zoom.us/meeting/register/tZUrdOmgrzIjGtGkuxJtCWl_LJgEHphP3H2H

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Related Document(s):

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