Monday, September 23, 2024
With the sunset of the currently high exemption amounts on the horizon, tax planning and mitigation strategies are becoming increasingly important for estate planners. The Transfer Tax Intensive precursor is a full day of learning with sessions designed to provide a comprehensive overview of the transfer tax concepts and mitigation techniques that are most relevant to estate planners. The Tax Intensive will cover foundational concepts, marital planning strategies, gifting and trust-based strategies to decrease the value of an estate, and practical guidance for Form 706 (Estate Tax Return) and Form 709 (Gift Tax Return). This comprehensive course is suitable for practitioners of all experience levels.
Agenda
7:30 AM - 9:30 AM | Coffee and Registration | |
9:00 AM - 10:30 AM | Session 1: Tax Concepts in Estate Planning | Phoebe Stone - WealthCounsel, LLC |
10:30 AM - 10:45 AM | Networking Break | |
10:45 AM - 11:45 AM | Session 2: Marital Deductions & Tax-Efficient Planning Strategies for Married Couples | Paul Bernstein - The Bernstein Law Group, PC |
11:45 AM - 1:15 PM | Lunch | |
1:15 PM - 2:15 PM | Session 3: How to Decrease an Estate: Taxable Gifts and Donative Transfers | Jeffrey Williamson - J. L. Williamson Law Group, LLC |
2:15 PM - 2:30 PM | Networking Break | |
2:30 PM - 3:30 PM | Session 4: How to Decrease an Estate: Low-Hanging Fruit of Planning Opportunities | Jeffrey Williamson - J. L. Williamson Law Group, LLC |
3:30 PM - 3:45 PM | Networking Break | |
3:45 PM - 4:45 PM | Session 5: Intro to Tax Filings | Griffin Bridgers - Hutchins & Associates LLC |
This precursor session is intended for more experienced practitioners who are ready to expand their practices with more sophisticated planning techniques. Attendees who already have a foundational understanding of trusts and estates practice and income and transfer taxes are encouraged to come explore the wide world of planning opportunities encompassed by various estate planning acronyms. From BDOTs to QPRTs, this information-packed day will walk you through an alphabet of estate planning techniques, exploring the whats, whens, and whys of various advanced planning opportunities.
Agenda
7:30 AM - 9:30 AM | Coffee and Registration | |
9:15 AM - 10:15 AM | Session 1: GST Generally | Griffin Bridgers - Hutchins & Associates LLC |
10:15 AM - 10:30 AM | Networking Break | |
10:30 AM - 11:30 AM | Session 2: GRATs and QPRTs | Jennifer Davenport, JD - WealthCounsel, LLC |
11:30 AM - 12:45 PM | Lunch | |
12:45 PM - 1:45 PM | Session 3: GPOAs and BDOTs: Tax and Basis Planning | Edwin Morrow III - Kelleher + Holland, LLC |
1:45 PM - 2:00 PM | Networking Break | |
2:00 PM - 3:00 PM | Session 4: DAPTs | Steven Oshins - Oshins & Associates, LLC |
3:00 PM - 3:15 PM | Networking Break | |
3:15 PM - 4:45 PM | Session 5: Charitable Planning Alphabet Soup: CLTs, CRTs, DAFs, and PFFs | Phoebe Stone - WealthCounsel, LLC |
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