Practical Income Tax Issues in Everyday Estate Planning & Administration - W
October 2013
Ted Atlass on-
Practical Income Tax Issues Arising in Everyday Estate Planning and Administration
Co-sponsored by the Colorado Bar Association Trust and Estate Section
Program Highlights:
Did you miss Ted Atlass's presentation at this year's Estate Planning Retreat in Snowmass? Whether you attended or not, don't miss this expanded version of Mr. Atlass's explanation of practical income tax issues arising in everyday estate planning and administration.
Program Description:
Income tax issues routinely arise in common family estate and business planning transactions. However, such issues are often overlooked in situations where saving transfer taxes is the focus of the planning. Also, sometimes accountants and lawyers who are familiar with the general income tax rules applying to transactions between unrelated parties are unfamiliar with exceptions to the general rules that only apply to related party transactions. This information is intended to raise awareness of certain selected income tax issues that you may encounter in your trust and estate practice.
Agenda:
8:30am
Registration and Continental Breakfast
9:00am
Introduction and Welcome
9:10am
(with a 15-minute break mid-morning)
- Income Tax Consequences of Non-Charitable Gifts
- Loans to Family Members
- Income Tax Consequences of Related Party Transactions
- Immediate Pre-Mortem Income Tax Planning
- Drafting to Allow Funding Flexibility
- Issues Arising After Death
- Handling Back Income Tax Returns After Death
- The Decedent's Final Form 1040
- Basis Adjustments At Death
Presented by Theodore Atlass, Esq., Atlass Professional Corporation, Denver, CO
12:00pm
Adjourn
Faculty
Theodore B. Atlass
Attorney and Counselor at Law
Atlass Professional Corporation
Denver, CO
Registration Fees
| Non Member | $189.00 |
| CBA Member | $169.00 |
| CBA Trust & Estate Law Section Member | $149.00 |
| Paralegal/Legal Support Staff | $129.00 |
| New Lawyer - Not a T&E Section Member;l in practice < 3 years | $129.00 |
| New Lawyer - Trust & Estate Section Member; in practice < 3 years | $109.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 3.00
- Ethics Credits:
- EDI Credits:
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