The American College of Trust and Estate Counsel (ACTEC) is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.
Why You Should Attend
When planning and administering estates and trusts, do you know how to avoid income tax traps while maximizing income tax planning opportunities?
In this engaging CLE seminar, experts from The American College of Trust and Estate Counsel will teach you helpful strategies to both minimize unexpected income tax liabilities and secure special income tax planning benefits in the context of related-party transactions, decedents, trust, and estates.
What You Will Learn
Impact of income tax changes on trusts and estates made by the American Taxpayer Relief Act of 2012 (ATRA)
Unexpected income tax consequences arising from lifetime gifts and related-party transactions
Immediate pre-death income tax planning opportunities
Basis and other income tax issues arising at death
Administering trusts and estates to minimize income taxes
State income tax issues impacting trusts and estates
Who Should Attend
Accountants, fiduciary counsel, estate planners, estate and trust administrators, and other attorneys who handle tax matters in the context of estate administration should attend this accredited continuing legal education program from ALI CLE.
Theodore (Ted) B. Atlass, Atlass Professional Corporation, Denver
Mickey R. Davis, Davis & Willms, PLLC, Houston
All Times Eastern Daylight
12:30 p.m. Program Begins.
Faculty will discuss income tax issues that arise during estate planning and administration.
2:00 p.m. Program Ends.
Total 60-minute hours of instruction: 1.5; Total 50-minute hours 1.8
For more information on CLE credits for a particular jurisdiction, click on the “Mandatory CLE Credit” link in the box titled, “Course Details,” at the top left of this web page.
Suggested Prerequisite: Two to four years’ experience in subject matter
Educational Objective: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent legal developments