Tax Concepts in Estate Planning (presented by WealthCounsel’s Trusts & Estates Faculty, Phoebe Stone, JD, MA (Bioethics)) will provide a foundational overview of estate, gift, and generation-skipping transfer (GST) taxes, identifying applicable Internal Revenue Code sources. Topics covered will include estate inclusion and powers of appointment, estate tax calculation, deductions, valuation of gifts, basis, and how to define a generation for GST taxes.