Estate Planning

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The expiration of many Bush-Era tax cuts at the end of 2010 will force many estate planners to rethink their strategies for their clients. The Knowledge Group has assembled a panel of key experts in estate planning to help walk you through the fundamentals of estate planning in the 2010 paradigm.

Some of the topics that will be covered in this course:

- Updating your estate plans in 2010
- Dealing with the tax cut expirations including the “death tax”
- Tax reduction planning
- Tax free transfers
- Generation skipping tax
- Gift tax and other exclusions
- Bypass trusts
- Up-to-the-minute regulatory updates

Estate planners and CPAs, in light of all that’s changed, it’s time to dust off and update those estate plans you created for your clients a while ago. The Knowledge Group has assembled a group of experts to help you via this 2 hour accredited LIVE webcast. Advanced registration is recommended as space is limited.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 104017
Course Fee: $199 - $299 (Early Bird Discounted Rate - on or before 08/31/2010)
                       $249 - $349 (Regular Rate - registration after 08/31/2010)
                       (Please click here for details)
NASBA Sponsor Number: 109004

 

Featured Speakers for The Estate Planning Explored in 2010: The New Model LIVE Webcast:


Proposed Agenda (click here to view more)
SEGMENT 1:


Carlyn S. McCaffrey, Partner, Chair, Estate Planning Practice Group,
Weil, Gotshal & Manges LLP.

- Using grantor retained annuity trusts to reduce the impact of a restoration of the estate tax.
- Advantages of lifetime gifts in 2010
- Advantages of generation-skipping transfers in 2010
- Drafting for flexibility

SEGMENT 2:


Blanche Lark Christerson, Managing Director,
Deutsche Bank Private Wealth Management

- Legislative possibilities for what Congress may (or may not!) do
- How possible legislation may affect potential 2010 planning opportunities, including gifts to family    members and gifts that take advantage of the low interest-rate environment
- State estate tax issues.

SEGMENT 3:


Sanford J. Schlesinger,Founding Partner ,
Schlesinger Gannon & Lazetera LLP

- The effect of the repeal of the estate tax for 2010, in the absence of any estate tax legislation which   would be retroactive to January 1, 2010, including its effect on existing estate planning instruments   and drafting new estate planning instruments.
- The consequences of carryover basis in 2010, if it is not retroactively repealed.
- The impact of any estate tax legislation which may be enacted after January 1, 2010.
- The effect of the "sunset" provisions which become operative on January 1, 2011, if they continue in   force.

SEGMENT 4:


Robert S. Keebler, Partner,
Baker Tilly Virchow Krause, LLP

- Installment sales to dynasty trusts
- Analyzing the potential opt-out of the carryover basis rules
- Impact of sunset of the estate tax on income tax planning



Weil, Gotshal & Manges LLP
Carlyn S. McCaffrey
Partner, Chair, Estate Planning Practice Group
speaker bio »»

Deutsche Bank Private Wealth Management
Blanche Lark Christerson
Managing Director
speaker bio »»

Schlesinger Gannon & Lazetera LLP
Sanford J. Schlesinger
Founding Partner
speaker bio »»

Baker Tilly Virchow Krause, LLP
Robert S. Keebler
Partner
speaker bio »»

Who Should Attend?

Lawyers
Estate Planners
Accountants
Presidents
Vice Presidents
CFOs
Controller
Business Owners
Tax Managers
Financial Planners
Enrolled Agents
Lenders

Why Attend?

This is a must attend event for anyone interested in Estate Planning.
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Registration Information:                                                                                                                                    


** Discounts Apply for early registration

Disclaimer:
Please note, the event date is firm although it may be subject to change. Please click here for details.

 

 

 

 


Estate Planning Explored in 2010: The New Model
LIVE Webcast
Speaker Firms:







 

Media Partners:



Trusts & Estates is the wealth management journal for advisors to high-net-worth individuals and families. Our suite of complementary online services provides industry professionals with targeted information whenever and wherever they¹re looking for it. Published since 1904, it was conceived by professionals who wanted to air their views, share best techniques, and promote understanding of government policy and legal decisions. Today, we publish peer-reviewed articles written by and for the top advisors in the wealth management industry.




Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial, legal, tax and accounting, scientific, healthcare and media markets, powered by the world's most trusted news organization. The Tax & Accounting business of Thomson Reuters is the leading provider of technology and information solutions, as well as integrated tax compliance software and services to accounting, tax and corporate finance professionals in accounting firms, corporations, law firms and government.

“Get a 20% discount off the Estate Planning publication. Promo/mailsource Code: ETPL20. This promo is good through October 15, 2010”

The National Association of Estate Planners & Councils is an organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC supports the team approach to estate planning by involving cross-professional disciplines to better serve the public's need.

The Knowledge Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


 

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org

Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml



 
Enrolled Agents Sponsor ID Number: 760

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.