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Advanced Tax Institute – Estate Planning Issues (Day 2)

Description

Sponsored by the MSBA Section of Taxation Law, the Advanced Tax Institute (ATI) is the annual “must attend” educational event for high-performing lawyers and CPAs who want to bring the best advice to their clients and their firms.

A detailed agenda is coming soon*.

*6.5 hours of CLE credit will be offered by the surrounding MCLE states. Credits are approximate until program agenda is finalized.

Course Level
TBD
Professional Area of Focus
Tax Law
Estate and Trust Law
CLE Field of Study
Continuing Education Legal Credit
6.5
Register Now
When
Nov 10, 2020
8:30 am - 5:00 pm EDT
Location
Online
Total CLE Credits
6.5
Format
Webinar

Agenda

Day 1

11/10/2020
8:30 am
What Trusts Should Clients be Doing Now that we Know the Election Results

Martin Shenkman, Shenkman Law

10:20 am
Annual Tax Update

Beth Kaufman & Megan Wernke

12:00 pm
Lunch
Demystifying DNI and Section 67(g) - Clarifying two Fiduciary Income Tax Issues Confronting Practitioners

Jeremiah W. Doyle, BNY Mellon

2:10 pm
Retirement Planning After the SECURE & CARES Acts

Jordon Rosen, Belfint Lyons Shuman

4:00 pm
Program Adjourns

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Advanced Tax Institute – Estate Planning Issues (Day 2)