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Advanced Tax Institute – Estate Planning Issues (Day 2)

Description

Join the MSBA Section of Taxation Law and the MACPA for an all new virtual Advanced Tax Institute (ATI) Day 2: Estate Planning Tax Issues on Tuesday, November 9th at 8:30 am! 

Get the latest from experienced faculty on hot topics such as:

  • Estate Tax Update
  • Fiduciaries and Responsibilities
  • Stretch IRA Planning 
  • Diminished Capacity
  • Digital Assets & Cryptocurrency

MULTI-DAY DISCOUNTS ARE AVAILABLE.

6.5 hours of CLE credit will be offered by the surrounding MCLE states.

Course Level
TBD
Professional Area of Focus
Tax Law
Estate and Trust Law
CLE Field of Study
Continuing Education Legal Credit
6.5
NetDocuments
Register Now
When
Nov 9, 2021
8:00 am - 5:00 pm EDT
Location
Online
Total CLE Credits
6.5
Format
Webinar

Agenda

Day 1

11/09/2021
8:30 am
Annual Tax Update

Beth Shapiro Kaufman and Megan Wernke, Caplin & Drysdale

10:10 am
Break
10:20 am
Diminished Capacity

Elizabeth Green, PK Law

12:00 pm
Lunch
12:30 pm
Stretch IRA Planning

Kevin Bress, PK Law

2:10 pm
Break
2:20 pm
Digital Assets & Cryptocurrency and their Fiduciary Responsibilities

Ann Coventry, Pasternak & Fidis, P.C.

4:00 pm
Program Adjourns

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Advanced Tax Institute – Estate Planning Issues (Day 2)