Associate Tye Klooster will speak on "Strategies to Pay Estate and Gift Taxes" at 10:00 a.m. on Tuesday, June 16.

Topics of the conference include:

  • Transferring Wealth During Life Without Gift Tax 
  • Sales to Grantor Trusts, with Forms 
  • Charitable Income Tax Deduction: Advanced Issues 
  • Charitable Split-Interest Transfers: In-Depth Planning 
  • Planning for Retirement Benefits 
  • Life Insurance in Estate Planning: What’s New and What’s Left? 
  • Planning for Noncitizens Residing in the United States 
  • Post-Mortem Planning with Disclaimers, with Forms 
  • Fiduciary Principles of Trust Investments 
  • Administering Discretionary Trusts, with Forms 
  • Amending, Decanting, and Judicially Modifying Irrevocable Trusts 
  • Strategies for Paying Estate and Gift Taxes 
  • Drafting Tax Apportionment Clauses 
  • Estate and Income Taxation of Settlements 
  • Premarital Agreements 
  • Asset Protection Planning 
  • Special Needs Trusts 
  • Working with Incapacitated and Impaired Clients 
  • Ethics Issues for Estate Planners
  • Estate Planning for the Next Generation