2012 Estate, Trusts and Gift Tax Planning Update, Part 1 and 2 CLE

2012 Estate, Trusts and Gift Tax Planning Update, Part 1 and 2

June 2012

2012 Estate, Trust and Gift tax Planning Update, Part 1 and 2

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Teleseminars are midday continuing legal education conferences broadcast over the telephone. From the convenience of your office or home, you are able to dial into an 800 number, and hear nationally recognized practice leaders speak on important issues in the law. You are also able to ask them your

LINK: http://www.cobar.org/cle/item.cfm?eventid=TS061912L

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Program Description:

This two day program will provide you a practical guide to major legislative, regulatory and case law developments in estate and gift, trust and charitable planning in the past year. The first day will focus on recent changes to the estate and gift tax law and how the law is scheduled to change - often in dramatic ways - at end of 2012. The first day will also focus on capturing benefits under the new law before its favorable provisions expire at the end of 2012. The second day of the program will focus on developments unrelated to the new tax law. Major case law and regulatory developments, including the IRS's review of “decanting” of trusts, new proposed valuation timing rules, and GST developments, will be discussed. The second day will also cover FLP and LLC developments related to family businesses.

Day 1: June 19, 2012:

- Detailed review of how the estate gift new tax law will change again at the end of 2012

- Planning for new exemption amounts and rates in 2013

- Understanding the new concept of “portability”

- Capturing the benefits of the new law before they expire at the end of 2012

- Charitable giving update

Day 2: June 20, 2012:

- Update of major case law and regulatory developments

- Generation Skipping Transfer Tax developments

- IRS review of “decanting” trusts

- Proposed changes to the valuation rules

- State transfer tax issues

- Family Limited Partnership and LLC update

Faculty:

Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies. Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company. She also practiced law with Weil, Gotshal & Manges in New York City. Ms. Christerson is the author of the monthly newsletter “Tax Topics." She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.

Renee M. Gabbard is a partner the Costa Mesa, California office of Paul Hastings, Janofsky & Walker, LLP, and leads the firm's west coast private client practice group. Her practice focuses exclusively on representing privately held businesses, high net worth clients and charitable organizations. Her areas of practice include all aspects of income, capital gains, gift and estate tax planning, charitable planning, and advanced wealth and business succession planning. She has written and spoken widely on estate and trust planning topics. Ms. Gabbard received her B.A. from the University of Southern California and her J.D. from New York University School of Law.

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families. A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine. Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.