Skip to main content

Estate & Trust Conference – Webcast

-

(Check-In )

Add to Calendar

Online

8.0 Credits

Member Price $310.00

Non-Member Price $385.00

Overview

Hear the latest on estate planning issues that impact you and your clients.

CLE-OR: 6.75
CFP: 8

Thank you to the 2024 Gold Sponsor of the Estate & Trust Conference Wealth Investment Services, LLC.

 

Highlights

Hear the latest on estate planning issues that impact you and your clients.

Topics Include:

  • Joint Trust Planning & Cost Basis Allocation
  • Community Property & Common Law
  • Natural Resource Credit & Natural Resource Exclusion
  • Estate Tax Update & Sunsetting of Legislation
  • And more!

Designed For

CPAs and professionals involved in gift, trust, estate & trust planning and tax compliance - CPAs, attorneys, trust officers, Chartered Life Underwriters and other professionals are encouraged to attend.

Objectives

To provide an overview of recent developments and important issues in estate planning, trust planning and estate and trust reporting.

June 21, 2024

General Session

- Welcome & Opening Remarks

This session is available to registrants only.

General Session

- Joint Trust Planning and Cost Basis Allocation

Steven Siegel, President, The Siegel Group

Steven Siegel

Steven Siegel, LLM (Taxation), JD is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2019); Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, The Kansas City Estate Planning Symposium, Yale School of Management; U. of Chicago Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many State Accounting Societies and Estate Planning Councils (including: The California CPA Society, The Southern Nevada Estate Planning Council; the Oregon CPA Society; the Southern Arizona Estate Planning Council; the Georgia CPA Society) as well as on behalf of many private companies.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama (teaching Income Taxation of Trusts and Estates), and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in Taxation from New York University Law School.

(3/10/22)

This session is available to registrants only.

General Session

- Community Property & Common Law Property Distinctions

Stephanie Taylor, Randall & Danskin PS

Stephanie Taylor

Stephanie R. Taylor is a principal with the law firm of Randall | Danskin, P.S., where she practices in the areas of estate planning, probate and trust administration, trust and estate dispute resolution, and closely held business planning. Ms. Taylor is licensed to practice in Idaho, Florida and Washington. She is a frequent speaker on estate planning, trust administration and taxation. Ms. Taylor is a former adjunct professor for Gonzaga University School of Law where she taught Estate Planning. Ms. Taylor is a fellow of the American College of Trust and Estate Council (ACTEC). Ms. Taylor received her B.S. degree from Lewis-Clark State College, her MBA from Gonzaga University School of Business, her law degree from Gonzaga University School of Law and her LL.M. in Taxation from the University of Florida, Leven College of Law. She is a member of the Washington State Bar, the Spokane County Bar Association, the Florida Bar, the Idaho Bar and the American Bar Association. Ms. Taylor has previously served on the Executive Committee of the WSBA Real Probate Property and Trust Section, as well as the Inland Northwest Community Foundation’s Gift Planning Committee and is a past President of the Spokane Estate Planning Council. Ms. Taylor is married to J. Todd Taylor, also an attorney with Randall | Danskin, and together they have two children, Jax and Bryn.

Dallas Thomsen

Dallas Thomsen

Dallas Thomsen is a member of the corporate and securities practice group at Snell & Wilmer in
Portland, Oregon. He counsels clients on corporate and securities, mergers and acquisitions, tax-general
federal, tax-private client services, estate planning, private client services, probate, trust and estate. He
received his BA in Accounting at Washington State University, his JD at Gonzaga University and his LLM
in Taxation at the University of Florida.

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Estate Tax Update and Sunsetting of Legislation

Steven Siegel, President, The Siegel Group

Steven Siegel

Steven Siegel, LLM (Taxation), JD is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2019); Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, The Kansas City Estate Planning Symposium, Yale School of Management; U. of Chicago Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many State Accounting Societies and Estate Planning Councils (including: The California CPA Society, The Southern Nevada Estate Planning Council; the Oregon CPA Society; the Southern Arizona Estate Planning Council; the Georgia CPA Society) as well as on behalf of many private companies.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama (teaching Income Taxation of Trusts and Estates), and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in Taxation from New York University Law School.

(3/10/22)

This session is available to registrants only.

General Session

- Lunch Break

This session is available to registrants only.

General Session

- Natural Resource Exclusion

Heather Gilmore, Heather O Gilmore PC

Heather Gilmore

Heather O. Gilmore’s practice is dedicated to estate planning, estate and trust administration, probate, and elder law. Her practice emphasizes complex estate and trust administration, representation of corporate, professional and individual fiduciaries, and practical problem solving for complex issues that arise in guardianships, conservatorships, estates and trust administration. Ms. Gilmore is a frequent speaker and author on guardianships, estate planning, estate administration, trust administration, and elder law for the Oregon State Bar, Oregon Law Institute, and charitable organizations. Away from the law, Ms. Gilmore enjoys Swimming, Wake Surfing, Wake Boarding, and Kids

This session is available to registrants only.

General Session

- Form 706 & 709

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Q & A Panel - Ask the Experts

This session is available to registrants only.

Non-Member Price $385.00

Member Price $310.00