Designed to benefit both new and experienced trusts and estates practitioners, the panel provides you with an in-depth review of a variety of topics that emerged in 2023. This new two-hour webcast highlights the most significant developments from the past year, with a focus on federal, state, and tax court cases. In addition, you learn about important IRS guidance and proposed regulations with an eye towards providing the best, most up-to-date advice for your clients.
Your time is valuable - get the essential updates online on your schedule.
Your time is valuable - get the essential updates online on your schedule.
Course Content
12:00 - 12:05 pmWelcome and Introduction
Joshua R. Caswell, Esq.,
Nixon Peabody LLP, Boston
R. Maggie Lopez,
Arent Fox Schiff LLP, Boston
Heidi A. Seely, Esq.,
Day Pitney LLP, Boston
12:05 - 1:55 pm
Discussion of Recent Estate Planning & Probate Cases/Tax Updates
Connelly v. United States (131 AFTR 2d 2013-1902)In re Estate of Jablonski (2023 WL 5436866) Estate of Cecil v. Commissioner (T.C. Memo 2023-24) Schwalm v. Schwalm (2023 WL 4376737) United States v. Paulson (68 F.4th 528)Gerhardt v. Commissioner (160 T.C. No. 9)Hoensheid v. Commissioner (T.C. Memo. 2023-34)United States v. Eickhoff (No. 2:22-CV-04027)Chief Counsel Advice (CCA) Memorandum 202352018Ebersole v. Commonwealth (2023 WL 6560103) Jones v. Jones (2023 WL 5729650)
In the Matter re Estate of Birkenfeld (No. 22-P-1232) In Re Burgauer Revocable Living Trust (2022 WL 17827948)Cyrptocurrency: CCA 202302012 Estate of Horvitz (T.C. Dkt. No. 20409-19)Estate of Spizzirri v. Commissioner (T.C. Memo 2023-25) Schlapfer v. Commissioner (T.C. Memo 2023-65) Spouse’s Renunciation of Trust Interests: PLR 202339008Basis of Grantor Trust Assets: Revenue Ruling 2023-2Massachusetts estate tax law updates Greenbook: Ron Aucutt’s Main Takeaways
Joshua R. Caswell, Esq.,
Nixon Peabody LLP, Boston
R. Maggie Lopez,
Arent Fox Schiff LLP, Boston
1:55 - 2:00 pm
'Ask the Experts' Q&A Session and Key Takeaways
Heidi A. Seely, 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.
Speaker
ChairHeidi A. Seely, Esq.,
Day Pitney LLP, Boston
Faculty
Joshua R. Caswell, Esq.,
Nixon Peabody LLP, Boston
R. Maggie Lopez,
Arent Fox Schiff LLP, Boston
