Program 5 Chair: William A. Snyder Florida Principal and Income Act Instructor: Jean Coker Gross Income and Tentative Taxable Income Instructor: Lester Law Distributable Net Income Instructor: Jean Coker Simple Trusts Instructor: Jean Coker Complex Trusts and Estates Instructor: William A. Snyder Bequests and IRC Section 663(a) Instructor: Lester Law Distributions In-Kind/Kenan Issues Instructor: William…
Program 6 Chair: Michael A. Dribin Estate and Gift Tax Returns – An Overview Instructor: George D. Karibjanian The Anatomy of the 706 The Anatomy of the 706 PowerPoint Tax Apportionment Instructor: Trent Kiziah Florida’s Tax Apportionment Statute Florida’s Tax Apportionment Examples Defending Reporting Positions & Tax Court Procedures Instructor: Stephanie Loomis-Price The IRS Attack List…
Planning for Retirement/Deferred Compensation Instructor: Bob Kirkland Saving Your Clients Retirement Savings – Recent Developments in EP for Retirement Assets Elder Law/Special Needs Instructor: Bernie Krooks Elder Law and Special Needs Planning Elder Law and Special Needs Planning PowerPoint The Use of Trusts Instructor: Ron Aucutt The Use of Trusts Asset Protection Planning Instructor: Barry…
Status of Tax Reform & Other Current Tax Developments Instructor: Lou Nostro Status of Tax Reform & Other Current Tax Developments Life After Tax Reform Life Insurance Instructor: Mary Ann Mancini Leveraging Premium Payments for Wealth Transfer Lifetime Gifting Instructor: John W. Randolph Lifetime Gifting: The Fundamentals and Traps for the Unwary* QPRTs and GRATs…
Homestead Instructor: Shane Kelley A Primer on Florida Homestead Law Kelley’s Homestead Paradigm PowerPoint Presentation Trust Modifications, Decanting, Disclaimers Instructor: Lauren Y. Detzel Changing Irrevocable Trusts: An Analysis of Methods and Tax Consequences Elective Share and Other Statutory Entitlements Instructor: Debra L. Boje Spousal and Family Entitlements Elective Share; Exempt Property and Family Allowance PowerPoint…
Jurisdiction, Service and Notice in Probate and Trust Proceedings Instructor: Rohan Kelley Jurisdiction in Probate: Parties, Beneficiaries, Interested Persons, In Rem, In Personam – What Do You Need and How Do You Get It? Will and Trust Contests Instructor: Wm. Fletcher Belcher Will and Trust Contests “I See Dead People” – Ethics and Malpractice Considerations…
Florida Principal and Income Act Instructor: Jean Coker Gross Income and Tentative Taxable Income Instructor: Lester Law Distributable Net Income Instructor: Jean Coker Simple Trusts Instructor: Jean Coker Complex Trusts and Estates Instructor: William Snyder Bequests and IRC Section 663(a) Instructor: Lester Law Distributions In-Kind/Kenan Issues Instructor: William Snyder IRC Section 643(e)(3) and sample problem…
Estate and Gift Tax Returns – An Overview Instructor: George D. Karibjanian The Anatomy of the 706 PowerPoint Presentation Tax Apportionment Instructor: Trent Kiziah Florida’s Tax Apportionment Statute Florida’s Tax Apportionment Examples Defending Reporting Positions & Tax Court Procedures Instructor: Christopher S. Rizek Selected Issues in the Tax Court PowerPoint Tax Court Presentation Penalties Presentation…
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…