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Seminar
09-309
WILSONVILLE - Estates & Trusts (ESTG) - Sep 10-11, 2009
$279.00
Each
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Location
Holiday Inn Wilsonville
25425 SW 95th Ave
Wilsonville, OR 97070
503.682.2211 Phone
503.682.5596 Fax
Estates and Trusts (2009 Seminar)
This course explores the decisions required in handling clients’ estates and trusts from beginning to close, including tax elections, allocating assets to beneficiaries, and filing the final forms. We will analyze Form 1041, U.S. Income Tax Return for Estates and Trusts, and Form 706, Estate Tax Return, as well as all the new changes in the tax laws.
- Important changes by Congress and the IRS, including recent court decisions
- Why making a distribution from an estate or trust can cause significant tax liabilities
- The proper way to conclude affairs of an estate or trust
- Generation skipping issues
- Special planning trusts, including special needs and insurance
- Line-by-line review of Form 706
- Post-death elections
- Review of marital deduction formula clauses
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