THE CANNON FINANCIAL INSTITUTE ESTATE PLANNING SERIES: TAX CONSIDERATIONS IN ESTATE PLANNING AND EST

When:  Oct 23, 2018 from 11:45 AM to 01:30 PM (CT)

Tuesday, October 23, 2018 - 11:45am to 1:30pm

McCarthy Center for Nonprofit Learning
700 Locust Street
2nd Floor
Dubuque, IA 52001

Join us for this monthly series of convenient and affordable continuing education opportunities! These webinars, presented by the Cannon Financial Institute, are live and interactive, giving you the opportunity to ask presenters your questions.

The current tax environment requires particular focus on income tax issues that arise in drafting and planning as well as in trust and estate administration. Specifically, avoiding compressed tax brackets and facilitating basis step-up is often critically important. We should regularly consider the following in our practices:

  • Benefits and detriments of grantor versus nongrantor trusts
  • Options to achieve basis step-up
  • Minimizing trust-level income taxes
  • Costs subject to the two-percent floor under IRC § 67(e)

Continuing Education Credits:
2 hours CTFA™ CE, 1.5 hours general CE for CFP®, and 1.5 hours of CPE for CPAs, CPE CE is approved for Specialized Knowledge & Application,1.5 hours of CLE credits

Contributors

Charles A. Redd

Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson Leonard Street LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.

Turney P. Berry

Turney P. Berry is a Member of the Executive Committee and the Chair of Wyatt, Tarrant & Combs’ 22 lawyer Trusts, Estates & Personal Planning Service Team. Turney is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel, a Uniform Law Commissioner and member of the Joint Editorial Board for Uniform Trust and Estate Acts, a Trustee of the Southern Federal Tax Institute and a member of the Advisory Council of the Heckerling Institute on Estate Planning as well as a Member of the Advisory Board of Trusts and Estates Monthly and a Vice-Chair of the Charitable Planning section for the ABA Section of Real Property, Trust and Estate Law. He is listed in Woodward/White’s The Best Lawyers in America®.

Location

Community Foundation of Greater Dubuque
700 Locust Street
McCarthy Center
Dubuque, IA 52001

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