Product Details

About the Seminar
This seminar deals in Tax, Estate Planning and Elder Law practice arenas for an important seminar that will not only provide powerful insights into trending issues in these challenging areas but will also qualify for 6 full Taxation and Estate Planning/Probate Specialization credit hours.

 

Course Planners G. P. Diminich and Michael Pack have assembled an experienced and talented faculty of practitioners and academics who will provide authoritative guidance on topics such as the evolution of defined value transfers, IRC Section 6166/303 issues, and SC Tax issues like Active Trade or Business Income Tax (i.e., 3% or 6.5%).

 

If you provide solutions to business or individual clients on taxation or estate planning, you won't want to miss this important and practical seminar!  You'll get terrific content and course materials, as well as those critical specialization credits before the close of the MCLE compliance year!

 

Seminar Agenda
Welcome and Opening Remarks
G.P. Diminich, Shumaker, Loop & Kendrick, LLP, Charleston
S. Michael Pack, Jr., Dennis, Shaw, Drennan & Pack, LLC, Spartanburg
IRC Section 6166/303 Issues as One of the Alternatives Discusses
William (Bill) I. Sanderson, McGuire Woods, Charlottesville, VA
State Income Tax Planning for Completed and Incomplete Gift Trusts
Shannon Elliotte, Colony Family Offices & Trust Company, Charlotte, NC
Evolution of Defined Value Transfers
Professor Brant J. Hellwig, New York University School of Law, New York, NY
South Carolina Tax Issues
Robert (Bob) Balwin, CPA, Baldwin & Associates, Mt. Pleasant
Interesting Property Tax Issues
Felix C. Pelzer, Jr., Shumaker, Loop & Kendrick, LLP, Charleston
Taxability of Settlements
G.P. Diminich, Shumaker, Loop & Kendrick, LLP, Charleston
Adjourn

 

Mandatory MCLE Credit Hours
This seminar qualifies for 6.0 MCLE credit hours, including up to 6.0 Estate Planning and Probate and Taxation Law Specialization credit hours.

 

This is an Intermediate to Advanced Level Program.

 

Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2024, please use this course code: 242711ADO.

 

Tags Estate Planning/Administration; Tax; Big Ticket