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Meeting Materials
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Whether it’s planning a lifetime succession or divvying-up the family home or cottage after Mom and Dad die, balancing interests and use present complex legal, drafting, interpersonal, and emotional challenges […]
Disputes involving charitable gifts and bequests are common. This panel will discuss recent cases and controversies with a focus on how to avoid disputes as well as litigation strategies in […]
The panelists will address the special challenges involved in settling trust and estate controversies, key tax considerations to keep in mind when resolving disputes, and the importance of making sure […]
Leave the trail and hit the glades of planning with non-grantor trusts. Conclude your trip to the backcountry with a scenic tour of the state income taxation of trusts. Topics […]
Helicopter to the backcountry with experienced guides and conquer the high angle slopes of tax planning with grantor trusts. This session will discuss what triggers grantor trust status, transactions between […]
Take the chair lift to the summit of Subchapter J and navigate through the fresh powder of the basis rules and tax issues for charitable and international trusts, as well […]
Get your skis under you with this in-depth review of the concepts of fiduciary income taxes. This presentation will cover the essentials of fiduciary income tax of non-grantor trusts and […]