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As a Trust & Estate or Elder law attorney, taxes permeate everything you do. In fact, four federal taxes must be considered, even if you limit your practice to “small” or “non-taxable” estates: income taxes, estate taxes, gift taxes and generation-skipping transfer taxes.
The Estate, Gift and Generation-Skipping Transfer Tax Series is designed to be a convenient, six-session introduction or refresher class on federal transfer taxation. Following an introductory overview, specific sessions will dive deeper into gift taxes, estate taxes, and generation-skipping transfer taxes. Selected essential income tax concepts will also be taught. The series will conclude with an application of tax principles to common estate and trust planning tools and techniques, along with a look to the future when many more clients than today may be subject to transfer tax.
Tax issues come up in estates of all sizes. Solidify your foundational knowledge, fill in the gaps, be able to spot issues and opportunities, confidently answer client questions, and learn the “why” behind common estate planning tools and techniques.
The six classes:
- Overview of the Transfer Tax System
- An Introduction to Federal Gift Taxation
- Estate Tax Part 1
- Estate Tax Part 2
- Planning for the Three Ghosts of Generation-Skipping Transfer Tax — Past, Present, and Future
- Planning Techniques
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
Tuesday afternoons from 4:00 – 6:00 pm
Tuesday, October 1, 2024
Overview of the Transfer Tax System
The Gift, Estate and Generation-Skipping Transfer Tax all levy taxes on the mere transfer of assets from one person to another. This introductory session establishes a strong foundation of the basics of these taxes on which later sessions will build. After this session you will be able to describe the types of transfer taxes, when they apply, and the reporting obligations associated with each tax.
Presented by Klaralee R. Charlton, J.D., LL.M., 3i Law
Tuesday, October 8, 2024
An Introduction to Federal Gift Taxation
This session will give a general overview of the Code Sections relevant to the gift tax, as well as some common gift taxable transactions every estate planner should be familiar with and best practices in navigating them. Novice attorneys will benefit from the general overview, and seasoned practitioners will come away more confident in addressing gift tax issues in their practices.
Presented by W. Douglas (Doug) Hoak, J.D., LL.M., Illumine Legal LLC
Tuesday, October 15, 2024
Estate Tax Part 1
Presented by Mark D. Masters, Esq., Glatstein & O’Brien, LLP, and Michelle Mieras, J.D., LL.M., CTFA, CDFA®, BMO Wealth Management
Tuesday, October 22, 2024
Estate Tax Part 2
Presented by Mark D. Masters, Esq., Glatstein & O’Brien, LLP, and Michelle Mieras, J.D., LL.M., CTFA, CDFA®, BMO Wealth Management
This two-part session will explore the many facets of estate taxation impacting our clients, including the composition of gross estate, asset valuation, estate tax computation, the interaction between gift and estate taxation, and spousal portability of the exemption. We will also examine the use of common deductions, including the marital and charitable deduction, to reduce estate tax liability.
Tuesday, October 29, 2024
Planning for the Three Ghosts of Generation-Skipping Transfer Tax - Past, Present, and Future.
Even with the scheduled sunset of the currently high generation-skipping transfer (GST) tax exemption, it is easy to ignore GST tax. However, knowing the foundations of GST tax is extremely important for clients at any level of wealth. In this presentation, we discuss some of the foundational aspects of the GST tax while also exploring current relevance.
Presented by Griffin H. Bridgers, Esq., Hutchins & Associates, LLC
Tuesday, November 12, 2024
Planning Techniques
Conclude the series and synthesize your learning by exploring a variety of estate planning tools and techniques to address estate, gift, and generation-skipping transfer tax issues. From basic planning structures to more complex planning opportunities, you will leave with an understanding of several techniques you may consider when addressing your clients’ needs and concerns.
Presented by Michael R. Stiff, Esq., BakerHostetler
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $529.00 USD
- Member Price $399.00 USD
- General Credits 12.00
- Ethics Credits
- EDI Credits