2021 Trust and Estate Planning Update

course

COURSE INFO

  • Available Until 1/1/2023
  • Next Class Time 1:00 PM ET
  • Duration 60 min.
  • Format MP3 Download
  • Program Code 05182021
  • MCLE Credits 1 hour(s)


Course Price: $75.00
ADD TO CART

COURSE DESCRIPTION

This annual program will provide you with a wide-ranging on important developments impacting your estate and trust planning practice. The program will provide a discussion of recent case law, regulatory developments and IRS rulings related to beneficiary creditor protections, basis planning, qualified small business stock, deductions for pass-through income, limits on state taxation of non-grantor trusts, and much more. The program will discuss the changing dynamic of trust and estate planning practice.  This annual program will provide you with a practical review of developments impacting your trust and estate planning practice.

 

  • Impact of recent tax law on trust and estate planning
  • Review of significant letter rulings, case law, and regulatory developments
  • Fiduciary litigation trends
  • Review of legislative proposals, including impact of election

 

Speakers:

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.




TAKE THIS COURSE IN OTHER FORMATS