Program 1 Chair: Jerry Wolf The Use of Trusts Instructor: Ron Aucutt The Use of Trusts The Use of Trusts PowerPoint Marital Deduction Planning Instructor: Jill Miller Estate Planning for Married Couples Sample Letter of Wishes Template Sample Letter of Wishes with Instructions Historical and Future Federal Estate Tax Exemptions and Rates Business Planning Instructor:…
Program 1 Chair: Lou Nostro Lifetime Gifting Instructor: Randy Randolph Lifetime Gifting: The Fundamentals and Traps for the Unwary* Probability/Basis Planning Instructor: Amy Kanyuk Basis Banal? Basic? Benign? Bewildering? Portability Basis and Portability PowerPoint GRATs and QPRTs Instructor: Lou Nostro The Design and Asministrations of GRATs and QPRTs The Design, Funding, Administrtion Reporting & Repair…
Program 3 Chair: John C. Moran Florida Probate Code, or, Why Probate Might Not Be So Bad After All Instructor: Charlie Nash Sunshine on a Cloudy Day: History and Highlights of The Florida Probate Code Trust Modifications, Decanting, and Disclaimers Instructor: Lauren Y. Detzel Changing Irrevocable Trusts: An Analysis of Methods and Tax Consequences PowerPoint Elective Share…
Program 4 Chair: Tom Karr Jurisdiction, Service and Notice in Probate and Trust Proceedings Instructor: Rohan Kelley Jurisdiction in Probate Will and Trust Contests Instructor: Fletcher Belcher Will and Trust Contests Will and Trust Contests PowerPoint “I See Dead People” – Ethics and Malpractice Considerations for a Drafting Lawyer Instructor: William Hennessey I See Dead People I See…
Income Taxation of Trusts and Estates Instructors: Jean C. Coker and William A. Snyder Income Taxation of Trusts and Estates Generation-Skipping Transfer Tax Instructors: Professor Dennis Calfee and Professor Grayson McCouch GST Tax Outline GST Tax Code
Estate and Gift Tax Returns Instructor: George D. Karibjanian The Anatomy of the 706 The Anatomy of the 706 PowerPoint Defending Reporting Positions and Tax Court Procedures Instructor: Stephanie Loomis-Price Tips for Transporation Through Trial: A Tour Through Tax Court Procedures Dancing with the Taxman and Defending Transfer Tax Returns with Closely Held Interests Additonal…