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Get the Knowledge You Need to Handle Trust Taxation Effectively

Can you confidently predict the tax consequences of specific trust structures and do you know how to most effectively minimize the tax burden for your clients? This practical legal guide will give you the knowledge you need to cogently advise your clients on their planning options. Register today!

  • Determine how trust assets are valued for purposes of determining tax liability.
  • Compare different ways of calculating taxable income.
  • Gain solutions to common capital gains tax issues.
  • Learn to use discretionary distributions effectively.
  • Clarify recent IRS changes to material participation of trusts.

All times shown in Eastern.

  1. Tax, Legislative, Enforcement, and Regulatory Trends
    10:00 - 10:30, Scott M. Nelson
  2. Tax Impact of Common Trust Structures
    10:30 - 11:00, Mark Bregman
  3. State Tax Considerations and Decanting Rules
    11:15 - 11:45, Mark Bregman
  4. Trust Asset Valuation and its Tax Consequences
    11:45 - 12:15, Mark Bregman
  5. Structuring Trust Income Taxation
    12:15 - 12:45, Scott M. Nelson
  6. Taxable Income Calculations: Comparative Case Studies
    1:15 - 1:45, Gordon S. Jack
  7. Capital Gains Tax in Trusts
    1:45 - 2:15, Gordon S. Jack
  8. Discretionary Distributions in Lieu of Tax
    2:15 - 2:45, Scott M. Nelson
  9. Post-Mortem Tax Planning and What Happens when a Trust Becomes Irrevocable
    2:45 - 3:15, Scott M. Nelson
  10. Accumulation Distribution for Some Complex Trusts
    3:30 - 4:00, Scott M. Nelson
  11. The 2% Floor on Miscellaneous Itemized Deductions
    4:00- 4:30, Gordon S. Jack
  12. Material Participation by Trusts - Recent IRS Changes
    4:30 - 5:00, Gordon S. Jack

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