After Hours Tax Law Series: Hot Topics in Estate and Gift Tax - Tax Planning for Michigan Individuals
 
 




 

Home : Seminars : Seminar Details

Seminar Fees
General:$105
Cosponsor:$85
ICLE Partners:Free
Register Today

Webcast (archived)

Related Products
(Partner discount applied at checkout.)
Print handbook:$85
Audio CD:$105
MP3 Download:$105
ICLE Partners: download MP3 files free in your Partnership.

Cancellation Policy
Locations and Directions
To mail or fax payment


After Hours Tax Law Series: Hot Topics in Estate and Gift Tax - Tax Planning for Michigan Individuals
 Cosponsored by: Taxation Section of the State Bar of Michigan
CLE hours: 2.75  Level: Intermediate

Live Seminars:02/24/09, Plymouth
Videos:Not Available
Webcast:Archived: Available

Tax experts provide helpful tips on how to successfully draft estate plans that work for your clients. This course will address how to advise your clients and plan ahead for your estate planning practice in an era of uncertainty about the federal estate tax. You will also gain an understanding of how to effectively use retirement plan assets and trusts, including QTIPs, to maximize benefits to your clients. Finally, the course will give a detailed overview of IRC 6694 and perspective on how to avoid potential preparer penalties in light of this regulation. Don't miss this opportunity to gain practical advice that you can put to use in your practice right away.

Seminar Details

Faculty

Moderator
Douglas W. Stein
3:00 PM - 3:50 PMPlanning for the Future of the Estate and Gift Tax
  • legislative changes on the horizon
  • advising your clients in an era of uncertainty
  • planning for your own practice in view of large estate tax exemptions or possible repeal of the estate tax

Robert E. Kass
Barris Sott Denn & Driker PLLC; Detroit

3:50 PM - 4:40 PMRetirement Plan Assets and Trusts
  • the first ever PPA-2006 Ruling and its guidance to new "DB Trust Design"
  • examine newest rollover rules and changes under PPA-2006
  • examine the meaning of a "Designated Beneficiary Trust"
  • examine a recent PLR involving a rollover to a trust
  • examine regulatory guidance for trust design under section 401(a)(9)
  • examine "Fundamental Departure" from State Law and DNI
  • review extensive outline materials for new trust design

Karl W. Schettenhelm Jr.
Strobl & Sharp PC; Bloomfield Hills

4:50 PM - 5:40 PMPreparer Penalties: IRC 6694

    Nosson C. Stoll
    Honigman Miller Schwartz and Cohn LLP; Detroit

    5:40 PM - 6:00 PMQuestions and Answers
        © Copyright 2009 The Institute of Continuing Legal Education  Please read our Privacy Statement and Disclaimer and Terms and Conditions of Use.
      Phone: (877) 229-4350 or (734) 764-0533     Fax: (877) 229-4351 or (734) 763-2412    Hours: M-F 8am-5pm
      1020 Greene Street, Ann Arbor, MI 48109-1444    icle@umich.edu