Class II, Program 6

Program Chair: Hugh Gill

Post Mortem Tax Planning for A/B Trust Plans

Instructor: Hugh Gill

• Irrevocable Trusts and Basis Issues: Problems and Solutions

Fiduciary Income Tax

Instructor: Janet Rae Montgomery

• Income Taxation of Trusts and Estates
• Income Taxation of Trusts and Estates PowerPoint

Retirement Planning in the Light of the Proposed Regs -or- Planning for the Difficult Beneficiary

Instructor: Kathy Sherby

• The Anticipation of Dysfunction – Planning for the Difficult Beneficiary

Estate Tax Apportionment: A Hazard of Being on the Road

Instructor: Doyle Sanders

• Estate Tax Apportionment: A Hazard of Being on the Road
• Estate Tax Apportionment: A Hazard of Being on the Road PowerPoint

Practical Issues with Estate and Gift Tax Returns

Instructor: Kent Meyerhoff

• Practical Issues with Federal Estate and Gift Tax Returns
• Practical Issues with Federal Estate and Gift Tax Returns PowerPoint

State Income Taxation of Trusts

Instructor: Emily Kembell

• State Fiduciary Income Tax Matters PowerPoint