ICLE | Tax Law Series: Estate Planning Tax Considerations for 2016
Tax Law Series:
Estate Planning Tax Considerations for 2016
On-Demand Seminar (Posted 03/14/16) | CLE: 0.25 | Level: Basic/Intermediate
Cosponsored by the Taxation Section of the State Bar of Michigan

Estate planners: capitalize on recent tax law developments, including discount planning, basis reporting strategies, and intentionally defective grantor trusts, to get the best result for your clients. Know when--and when not--to use joint trusts and counsel same-sex couples about tax planning after Obergefell.

Watch and learn to:

  • Update your same-sex couple clients' documents to get more favorable tax treatment
  • Avoid transfer tax using lack of control and lack of marketability discounts
  • Navigate the new basis consistency and reporting IRC 1014(f) and 6035
  • Plan with intentionally defective grantor trusts
  • Identify whether a joint trust is appropriate for your client
Available Formats
Steve Feldman, Joan Skrzyniarz, and Joe Owens discuss the income tax consequences of estate tax...
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