Why Each Step Is Important: Understanding Tax Procedures to Avoid Problems Later

Date:

Tuesday, October 9, 2012

Sponsor(s):

Speaker(s):

Carole B. Sheffield, shareholder, Anderson Kill & Olick, P.C.

Location:

Sonesta Hotel Philadelphia
1800 Market St
Philadelphia, PA
United States

Fee:

$369, $359 each additional

Time:

1:15-2:15 pm

CLE Credits:

8 NJ hrs, 6.50 PA hrs

Topics:

 

Ms. Sheffield will speak on a panel at the National Business Institute's Estate Administration Procedures: Why Each Step Is Important: Understanding Tax Procedures to Avoid Problems Later. Some of the topics to be discussed are the following:

  • Overview of Tax Compliance and Post-Mortem Planning: What You Need to Know
  • What You Need to Know to Prepare the Decedent's Final Income Tax Return
  • Filing Requirements for Federal and State Estate Tax Returns
  • How the Generation-Skipping Transfer Tax Affects Your Clients
  • Handling Distribution to Minors and Trusts
  • Accurate and Inclusive Valuation of Assets
  • Determining Alternatives for the Surviving Spouse: Disclaimers, Rights and Options

 

This basic level seminar will provide fundamental estate administration topics for attorneys, accountants, paralegals, trust officers, estate planners and financial planners.

Location

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