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FED 170426 : MCLE - 6.00 HOURS (1.0 ETHICS)

Estate Planning & Tax Law

Individual Rate: $299 

Additional Registrant: $249

Paralegal: $199

Educator: $149

Student: $50

Overview of the Program

Planning an estate can be a difficult and stressful time for clients. The regulatory scheme surrounding federal estate taxes is a maze of forms, deadlines and terminology that a layperson cannot navigate without help. As a result, it is imperative that practitioners of tax law have a firm grasp on the ins and outs of federal estate planning considerations and tax law. 

With this program, participants will:

  • Become familiar with necessary terminology, forms and deadlines relating to federal estate tax law,
  • Learn how property will be valued by the IRS and when an estate tax filing is required,
  • Evaluate strategies and rules relating to the valuation of the estate,
  • Understand how to employ the rules and definitions relating to gifts in estate planning,
  • Learn the rules surrounding gift taxes and who pays gift taxes,
  • Differentiate between estate taxes and income taxes on the estate,
  • Get answers to challenging estate tax questions relating to new and emerging regulations and
  • Consider numerous planning options to give your clients the most flexibility possible.