Expert Advice on Tax Planning
Join Samuel A. Donaldson, distinguished professor of law, for a strategic discussion on estate and tax planning. Get tailored templates for small, medium, and large estates to use with your clients. An academic fellow of the American College of Trust and Estate Counsel, Professor Donaldson provides a dynamic recap of the past year's crucial cases, rulings, and regulations in federal income, estate, and gift tax laws, along with vital insights into recent shifts affecting married couples.
You will be able to:
- Take away templates for estates of all sizes
- Effectively form QTIP trusts
- Explore methods to terminate credit shelter and marital trusts
- Minimize or eliminate estate taxes with SLATS
- Grasp tax law changes, including income, estate, and gift taxes