Product Description

Estate, Gift & Generation-Skipping Transfer Tax: MCLE BasicsPlus!® provides an in-depth look at estate and gift taxes, generation-skipping transfer taxes and the federal income tax. This intensive two-day program gives you the essential knowledge and understanding that you need to develop your core estate taxation skills and avoid common mistakes. You get direct, focused exposure to the experts in a dialogue that delves into the complex issues estate planners must navigate.

Agenda & Materials

• Day One
• 9:30 - 10:30 am

  Imposition of Estate Tax and Credits

  on demand video Add to Cart

  Sarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
  Christopher A. Voukides, Esq., Day Pitney LLP , Boston
  
• 10:30 - 11:30 am

  Gross Estate

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  Joshua S. Miller, Esq., Acadia Management Company, Inc. , Boston
  
• 11:30 - 11:45 am

  Networking and Refreshment Break
• 11:45 - 12:45 pm

  Transfers That Remain in Gross Estate

  on demand video Add to Cart

  Kevin M. Ellis, Esq., Hemenway & Barnes LLP , Boston
  
• 12:45 - 1:45 pm

  Lunch (on your own)
• 1:45 - 2:15 pm

  Ethical Issues

  on demand video Add to Cart

  Joshua S. Miller, Esq., Acadia Management Company, Inc. , Boston
  Kevin M. Ellis, Esq., Hemenway & Barnes LLP , Boston
  Amy R. Lonergan, Esq., Day Pitney LLP , Boston
  
• 2:15 - 3:15 pm

  Joint Interests; Proceeds of Life Insurance; Powers of Appointment

  on demand video Add to Cart

  Brian T. Liberis, Esq.,
  
• 3:15 - 3:25 pm

  Networking and Refreshment Break
• 3:25 - 4:25 pm

  Estate and Gift Tax Marital Deductions

  on demand video Add to Cart

  Amy R. Lonergan, Esq., Day Pitney LLP , Boston
  
• Day Two
• 9:30 - 10:30 am

  Determination of Liability

  on demand video Add to Cart

  Amiel Z. Weinstock, Esq., AZW Law, PC , Brookline
  
• 10:30 - 11:30 am

  Taxable Estate Deductions

  on demand video Add to Cart

  Kelly A. Aylward, Esq., Goulston & Storrs, PC , Boston
  
• 11:30 - 11:45 am

  Networking and Refreshment Break
• 11:45 - 12:50 pm

  Special Valuation Rules and FLPs

  on demand video Add to Cart

  Todd Povlich, CFA, ASA, Managment Planning, Inc. , New York
  Elliot Rotstein, CAP®, Management Planning, Inc. , Boston
  
• 12:50 - 1:50 pm

  Lunch (on your own)
• 1:50 - 2:55 pm

  Generation-Skipping Transfers

  on demand video Add to Cart

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 2:55 - 3:10 pm

  Networking and Refreshment Break
• 3:10 - 4:20 pm

  Disclaimers and Certain Life Estates

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  Amy Schnitzer, Esq., Bessemer Trust , Boston
  
• 4:20 - 4:30 pm

  Key Takeaways

  on demand video Add to Cart

  Joshua S. Miller, Esq., Acadia Management Company, Inc. , Boston
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty