Estate, Gift & Generation-Skipping Transfer Tax: BasicsPlus!® provides an in-depth look at estate and gift taxes, generation-skipping transfer taxes, and the federal income tax. This intensive 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.
Course Content
Day One: September 21, 20219:00 - 9:45 am
Estate, Gift & Generation-Skipping Transfer Tax: Imposition of Estate Tax and Credits
Christopher A. Voukides, Esq.,
Day Pitney LLP, Boston
9:45 - 10:50 am
Estate, Gift & Generation-Skipping Transfer Tax: Gross Estate
Joshua S. Miller, Esq.,
Acadia Management Company, Inc., Boston
10:50 - 11:05 am
Break
11:05 - 11:56 am
Estate, Gift & Generation-Skipping Transfer Tax: Transfers That Remain in Gross Estate
Kevin M. Ellis, Esq.,
Hemenway & Barnes LLP, Boston
11:56 am - 12:25 pm
Estate, Gift & Generation-Skipping Transfer Tax: Ethical Issues
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
Day Two: September 22, 2021
9:00 - 9:56 am
Estate, Gift & Generation-Skipping Transfer Tax: Joint Interests; Proceeds of Life Insurance; Powers of Appointment
Catherine Olender Neijstrom, Esq.,
Gilmore, Rees & Carlson, PC, Wellesley
9:56 - 10:53 am
Estate and Gift Tax Marital Deductions
Amy R. Lonergan, Esq.,
Day Pitney LLP, Boston
10:53 - 11:05 am
Break
11:05 - 11:57 am
Estate Planning: Generation-Skipping Transfers
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
11:57 - 12:43 pm
Taxable Estate Deductions
Kelly A. Aylward, Esq.,
Goulston & Storrs, PC, Boston
Day Three: September 23, 2021
9:00 - 10:10 am
Estate, Gift & Generation-Skipping Transfer Tax: Special Valuation Rules and FLPs
Todd Povlich, CFA, ASA,
Managment Planning, Inc., New York
10:10 - 11:13 am
Estate, Gift & Generation-Skipping Transfer Tax: Determination of Liability
Amiel Z. Weinstock, Esq.,
AZW Law, PC, Brookline
11:13 - 11:30 am
Break
11:30 - 12:27 pm
Estate, Gift & Generation-Skipping Transfer Tax: Disclaimers and Certain Life Estates
Amy Schnitzer, Esq.,
Bessemer Trust, Boston
12:27 - 12:55 pm
Key Takeaways with 'Ask the Experts' Q&A Session
Kelly A. Aylward, Esq.,
Goulston & Storrs, PC, Boston
Amy R. Lonergan, Esq.,
Day Pitney LLP, Boston
Please Note
This webcast is 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.
Speakers
CochairsKelly A. Aylward, Esq.,
Goulston & Storrs, PC, Boston
Joshua S. Miller, Esq.,
Acadia Management Company, Inc., Boston
Faculty
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Kevin M. Ellis, Esq.,
Hemenway & Barnes LLP, Boston
Amy R. Lonergan, Esq.,
Day Pitney LLP, Boston
Catherine Olender Neijstrom, Esq.,
Gilmore, Rees & Carlson, PC, Wellesley
Todd Povlich, CFA, ASA,
Managment Planning, Inc., New York
Amy Schnitzer, Esq.,
Bessemer Trust, Boston
Christopher A. Voukides, Esq.,
Day Pitney LLP, Boston
Amiel Z. Weinstock, Esq.,
AZW Law, PC, Brookline
