Tax Changes for 2013 Out of Stock
Co-sponsored by the CBA Trust & Estate Section
Quantity
September 2012
Tax Changes for 2013
What Changes are Upcoming and Estate Planning Opportunities Remaining This Year
Co-sponsored by the CBA Trust & Estate Section
Trust & Estate Section CLE Luncheon Series
Program Description
Without Congressional action, EGTTRA and many other tax provisions will expire on December 31, 2012. Come hear about the various tax increases that are anticipated and what savings can still be accomplished through planning and execution during 2012.
Don't Forget: The T&E Luncheon Series is also available via live Internet webcast, direct to your desktop!
Agenda
11:30 AM - 12:00 PM
Registration
12:00 PM
Topics Will Include:
- Estate, gift and income tax scheduled increases in 2013
- Year-end tax planning on steroids
- How to take advantage of the $5 million gift tax exemption window before it's gone
1:00 PM
Adjourn
Presented by Constance D. Smith, Esq., Fairfield and Woods, PC, Denver, CO
Program Series Chairs
Spencer Crona, Esq.
Brown & Hulbert, LLC
Denver, CO
Walter M. Kelly II, Esq.
Miller & Steiert, PC
Littleton, CO
Faculty
Constance D. Smith, Esq., provides legal and tax planning for estate preservation and disposition, lifetime wealth transfers, business succession, philanthropic giving and probate administration. Working with closely held businesses, wealthy families and complex estates, she provides legal advice in multiple areas of law and puts together teams from the firm's other areas of legal practice with professionals outside the firm to maximize the benefit to each client. Connie is experienced in designing custom wills, trusts, partnerships and nonprofit entities to accomplish the integration of wealth transfers, individual values, relational dynamics and tax benefits. Connie also provides legal advice on specialized trusts to preserve assets for intended beneficiaries, incapacity planning and integration of marital agreements, retirement plans and life insurance with wealth transfer and business succession plans.
Connie is the author of many articles, a frequent speaker and an editor of the "Trust and Estate Section" for the Colorado Lawyer.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $59.00 USD
- Member Price $39.00 USD
- General Credits 1.00
- Ethics Credits
- EDI Credits