Stay up to date with this informative and entertaining recap of the important cases, rulings, regulations, and legislation from the past 12 months in the areas of federal income, estate, and gift taxes. Specific topics to be addressed will depend on recent developments but will likely include the estate taxation of corporate-owned life insurance, gift tax implications of trust modifications, and the chances for post-election tax reform.

Participants will be able to:

• explain recent developments in federal income, estate, and gift taxes to their clients; 

• devise new estate plans and modifications to existing plans that take into account recent developments in federal income, estate, and gift taxes; and 

• evaluate various strategies developed in response to recent developments in federal income, estate, and gift taxes.