Tax Issues Associated with Trust Modification Out of Stock
Co-sponsored by the CBA Trust & Estate Section
Quantity
May 2013
Tax Issues Associated with Trust Modification
Co-sponsored by the CBA Trust & Estate Section
Program Description:
Changes in the law are making it easier to modify irrevocable trusts. This presentation reviews the income, gift and estate tax consequences of modifying an irrevocable trust and discusses some ways to avoid potential tax problems.
Agenda:
11:30 AM - 12:00 PM
Registration
12:00 PM
- What are the income, estate and gift tax issues that may arise when an irrevocable trust is modified (or decanted)?
- When will the IRS recognize/respect a trust modification for tax purposes?
- What happens if the IRS doesn't recognize/respect the modification?
1:00 PM
Adjourn
Presented by J. Randolph Robida, Esq.
Faculty
J. Randolph Robida, Esq.
J. Randolph Robida, P.C.
Denver, CO
Program Series Co-Chairs
Spencer Crona, Esq.
Brown & Hulbert, LLC
Denver, CO
Walter M. Kelly II, Esq.
Miller & Steiert, PC
Littleton, CO
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $59.00 USD
- Member Price $39.00 USD
- General Credits 1.00
- Ethics Credits 0.00
- EDI Credits