The Advanced Trusts and Estates Conference moves beyond the basics of the taxation of trusts and estates and planning to more sophisticated planning opportunities, issues, techniques and pitfalls such as:
- Important aspects of US international tax and reporting obligations
- Overview of Qualified Opportunity Zones and Qualified Opportunity Funds planning
- Factors and issues involved in client expatriation
- State income taxation of trusts and planning techniques
- Impact of recent tax reform on advanced planning for real estate
- Use of decanting and related tax, fiduciary and planning issues
- Lifetime planning techniques to defer gain on a current sale of assets
- Important areas of focus and practice pointers in connection with preparation of the estate’s Form 706
- Increased knowledge of the law and issues surrounding Section 9100 relief
- Planning issues and opportunities in connection with Section 2701
- Practical, financial and income tax concerns in business succession planning