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2016 Estate Planning Update (teleseminar)
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6/6/2016
When: 06/06/2016
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 
1 CLE hour
 

This annual program will provide you with a wide-ranging on important developments impacting your estate and trust planning practice. The program will provide a discussion of recent case law and IRS rulings related to documentation of major life events, such as divorce; ineffectiveness of trusts for creditor protection when divorce is involved; common errors in connection with “self-directed” IRAs and the prohibited transaction rules; review of legislative proposals and more.  This program will provide you with a practical review of developments impacting your estate and trust planning practice.

Recent developments in trust and estate planning
Important developments in tax basis rule for estate and trust planners
Developments related to closing letters – what your client needs to do to get one 
Case law related to current documentation of “major life event,” such as divorce (Smoot)
Ineffectiveness of trusts for creditor protection in context of divorce and the use of pre-nuptial agreements 
Common errors in connection with “self-directed” IRAs and the prohibited transaction rules (Thiessen)
State v. federal tax issues and how state tax issues may apply even if a client doesn’t have a federal tax issue
Review of legislative proposals, including impact of election

Speakers:

Blanche Lark Christerson is a managing director at Deutsche Bank Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies.  Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company.  She also practiced law with Weil, Gotshal & Manges in New York City.  Ms. Christerson is the author of the monthly newsletter “Tax Topics."  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.

Jennifer A. Pratt is a partner in the Baltimore office of Venable, LLP, where she has assists client with estate planning, charitable giving, and estate and gift tax controversy matters.  She has extensive experience with estate administration, the preparation of federal estate and gift tax returns, as well as fiduciary income tax returns.  Earlier in her career, she worked with a major national bank and has particular expertise in adapting financial products to the estate planning needs of clients.  She has been named in the 2011 edition of “Maryland Super Lawyers Rising Stars Edition.” Ms. Pratt received he B.A., summa cum laude, from the University of Baltimore, her J.D., magna cum laude, from the University of Baltimore School of Law, and her LL.M. in taxation from the University of Baltimore.

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