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Estate Tax Past Webinars

Fundamentals of U.S. Transfer Taxation and Planning For Non-citizen Clients
Date: May 15, 2013
Speakers: Michael A. Heimos, Dean & Heimos LLC


This webinar addresses the federal taxation of cross-border situations, mainly, property transfers made by U.S. resident non-citizens (RNCs) and nonresident non-citizens (NRNCs), and their...
Form 706: Estate Tax Return Compliance with Portability Elections
Date: May 8, 2013
Speakers: Keith Schiller, Esq., Schiller Law Group


The portability of the deceased spousal unused exclusion amount for use by the surviving spouse establishes the most significant change in estate tax law in over 30 years. This course teaches you...
What Estate Planners Need to Know about Premarital and Marital Agreements and Divorce
Date: April 30, 2013
Speakers: Linda J. Ravdin, Esq., Pasternak & Fidis, P.C.


Premarital agreements are an increasingly popular way for parties entering marriage to decide in advance what their financial rights and obligations will be when the marriage ends at death or...
Estate Tax Return Compliance with Portability Elections on Form 706
Date: March 20, 2013
Speakers: Keith Schiller, Esq., Schiller Law Group


The portability of the deceased spousal unused exclusion amount for use by the surviving spouse establishes the most significant change in estate tax law in over 30 years. This course teaches you...
Don't Discount the Use of Discounts
Date: March 7, 2013
Speakers: Alan Gassman, Gassman Law Associates, P.A. and John Porter, Baker & Botts LLP


An update and checklist for achieving the best and safest discount planning for estate taxable clients and their families. Discussion will include recent cases, planning techniques, including FLP's,...
Family Limited Partnerships – Where We’ve Been, Where We’re Going
Date: February 28, 2013
Speakers: Todd Angkatavanich, Esq., Partner, WithersBergman LLP and Stephanie Loomis-Price, Shareholder, Winstead PC


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Top 10 2013 Estate Planning Strategies: Beyond the Obvious
Date: February 20, 2013
Speakers: Alan S. Gassman; Kenneth J. Crotty; Christopher J. Denicolo; and Thomas J. Ellwanger, Gassman Law Associates, P.A.


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The 3.8% Net Investment Income Tax: An Analysis of the Proposed Regs. and Related Planning Opportunities
Date: January 29, 2013
Speakers: James R. Brockway, Withers Bergman


Enacted as part of the health care legislation in early 2010 to help pay for the new health care law, Internal Revenue Code section 1411 imposes a 3.8% tax—the “Net Investment Income Tax”—on certain...
A Line-By-Line Guide to Form 706 in 2013
Date: January 28, 2013
Speakers: Keith Schiller, Esq., Schiller Law Group


With Current Insight on the New Form 706, Portability Election, and the 2012 American Taxpayer Relief Act! Form 706 compliance creates significant opportunities to reduce estate tax for your most...
Final EGT Planning in 2012: How to Design, Explain and Implement Dynasty Trusts and Asset Protection
Date: December 13, 2012
Speakers: Alan S. Gassman, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M., Christopher J. Denicolo, J.D., LL.M., Gassman Law Associates, P.A.


It is entirely possible that some estate planning opportunities will disappear – or be adversely impacted as the fiscal cliff looms at the end of 2012. Advisors and their clients are working with...
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