CATEGORY: Professional Practice
SPEAKER: Arthur J. Werner, Esq.
This course presents a discussion of selected significant topics relating to estate planning. It includes a detailed line-by-line explanation of IRS Form 8971 on reporting basis. Topics include: IRS Form 8971; charitable trusts; GRITS; GRATS; GRUTS and Qualified Personal Residence Trust; and more.
We also have a 6.5 credit course that highlights the most recent estate planning and strategies post Tax Cuts & Jobs Act. There is also a special separate discussion of Estate Planning for NY, NJ, and CT. Topics include: new estate and gift tax rules; portability rules; GST (Generation Skipping Tax); Analysis of IRS Code Sections 2031-2058 on Estate Tax; NYS, NJ, & CT Estate Planning; Domicile.