Estates Telephone Seminars

The Carryover Basis Election for 2010 Decedents ...tion 2210, which made the estate tax inapplicable to 2010 estates, and the GST tax inapplicable to generation-skipping transfers made in 2010. The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the '2010 Act') Section 301(c) permitted 2010 personal representatives the option to choose the carryover basis rules of IRC Section 1022 (i.e., no estate tax) regime  more...

Florida Documentary Stamp Tax Update BenefitsLenders and real estate professionals operating in Florida for the first time (and oftentimes seasoned Florida practitioners) are forced to deal with the sometimes confusing imposition of the Florida documentary stamp tax. Florida documentary stamp taxes are imposed on loan transactions and real property transfers taking place in Florida. This teleconference will provide a discussion  more...

Navigating Form 1041 ...in rules on how to properly prepare Form 1041 for probate estates and simple and complex trusts. Learn what is taxable to and deductible by a fiduciary entity. Discover the required allocation rules concerning depreciation and DNI. With the information provided in this teleconference, you'll have the tools you need to prepare an accurate Form 1041. This teleconference is designed for  more...

Planning Fundamentals for Illiquid Assets ...ssets presents unique and difficult problems for clients, estates and the assets/business involved. Practitioners advising clients with substantial liquid assets need to identify the unique problems and provide guidance and solutions to deal with them. This teleconference will review a broad range of issues and planning opportunities affecting illiquid assets, including both pre- and post-death  more...