Name
                                    Session 1: Tax Concepts in Estate Planning
                                        Date & Time
                                    Monday, September 23, 2024, 9:00 AM - 10:30 AM
                                        Description
                                    This session 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.
Speakers