2019 Trust and Estate Planning Update Out of Stock
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About the Seminar - Computer Based Audio ONLY programs (No Video) - DOES NOT QUALIFY FOR CLE BIG TICKET
This annual program will provide you with a wide-ranging on important developments impacting your estate and trust planning practice. The program will provide a discussion of recent case law, regulatory developments and IRS rulings related to beneficiary creditor protections, basis planning, qualified small business stock, deductions for pass-through income, limits on state taxation of non-grantor trusts, and much more. The program will discuss the changing dynamic of trust and estate planning practice. This annual program will provide you with a practical review of developments impacting your trust and estate planning practice.
-Impact of recent tax law on trust and estate planning
-Review of significant letter rulings, case law, and regulatory developments
-Fiduciary litigation trends
-Review of legislative proposals, including impact of election
About the Speakers
Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA's Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA's National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.
This seminar is an Intermediate level program.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate and 1.0 Taxation Law Specialty Credit Hour.
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate and 1.0 Taxation Law Specialty Credit Hour.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2020, please use this course code: 201608ADT
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2021, please use this course code: 213244ADT