Program Details

Trust & Estate Tax Bootcamp: Tax Aspects of Ordinary Estate Planning Transactions

Content Partner:  Maricopa County Bar Association
Price: $135.00*
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Description: With the Internal Revenue Code now exceeding 74,000 pages, seemingly every action or inaction during life and upon death (and even well after death) has a corresponding Code section or Treasury Regulation. Many might assume that tax discussions should only be reserved for more advanced planning transactions. In practice, however, tax analysis is equally critical to all plans, even those that would otherwise be considered ordinary. This CLE will focus on various chapters of the Internal Revenue Code from a practice oriented approach, including Federal Estate, Gift, and Generation Skipping Transfer Taxation, and Federal and State income taxation. Topics of discussion, to name a few, will include tax consequences relating to the funding of revocable and irrevocable trusts, the various tax characteristics of an "A-B split" trust, advising clients regarding the differences between the progressive tax brackets of irrevocable trusts versus individuals, the impact of provisions within Wills and Trusts on the sale or distribution of assets, and when tax benefits might take a back seat to more important family matters.

Practice Areas: Estate Planning & Probate, Tax Law
Online Media Type: Video
Production Date: 02/22/2017 2:00 PM EST
Level: Intermediate
Category: Standard
Duration: 1 Hours, 30 Minutes
Online Format: Live

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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


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Ashley L. Case, Esq. - Tiffany & Bosco PA
Darren T. Case, Esq. - Tiffany & Bosco PA
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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