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Event Information
Live Webinar: Interesting and Trending Issues in both Taxation Law and Estate Planning Practice
February 29, 2024
Credits
N/A
MCLE: 6.00
EPP: 6.00
TAX: 6.00
Pricing
Dates
Thursday, February 29, 2024Time
8:50 AM - 4:30 PMRegistration Deadline
Friday, March 01, 2024
Before registering, take note that Live Webinar's DO NOT count as "live" credit.
For information and registration for the in-person live hours, please click here.
Join your colleagues in the 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!
This seminar is an intermediate to
advanced level program.
This program qualifies for 6.0 MCLE credit hours, including up to 6.0 Estate Planning Probate Specialization credit hours and 6.0 Taxation Specialization credit hours.
SC Supreme Commission on CLE Course #: 242711ADO
The South Carolina Bar is an accredited CLE provider in South Carolina only. Attorneys are responsible for seeking their own credit in other jurisdictions.
Disclaimer: The views expressed in CLE programs and publications do not necessarily reflect the opinions of the South Carolina Bar, its sections, or committees. The South Carolina Bar believes that all Bar members have the right to both meaningful learning and to the exchange of ideas in a civil environment. The Bar reserves the right to remove or exclude any person from a Bar event if that person is causing inappropriate disturbance, behaving in a manner inconsistent with accepted standards of decorum, or in any way preventing fellow Bar members from meaningful participation and learning.
Registration Fees
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Agenda
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Policy
Need to cancel or transfer
your registration?
Simply notify us in writing no later than 24 hours prior to the published start
time of the seminar at registrar@scbar.org.
You will be eligible to receive a full refund or be given access to the
archived on-demand version of the same seminar, if available - all with no
cancellation or transfer fee. Refunds will not be issued for
cancellations made within 24 hours of a seminar start time.
Continuing Education
Agenda
8:30 a.m.
Registration
8:50 a.m.
Welcome and Opening Remarks
G.P. Diminich, Shumaker, Loop & Kendrick, LLP, Charleston
S. Michael Pack, Jr., Dennis, Shaw, Drennan & Pack, LLC, Spartanburg
9 a.m.
IRC Section 6166/303 Issues as One of the Alternatives Discusses
William (Bill) I. Sanderson, McGuire Woods, Charlottesville, VA
10 a.m.
State Income Tax Planning for Completed and Incomplete Gift Trusts
Shannon Elliotte, Colony Family Offices & Trust Company, Charlotte, NC
11 a.m.
Break
11:15 a.m.
Evolution of Defined Value Transfers
Professor Brant J. Hellwig, New York University School of Law, New York, NY
12:15 p.m.
Lunch Break
1:15 p.m.
South Carolina Tax Issues
Robert (Bob) Balwin, CPA, Baldwin & Associates, Mt. Pleasant
2:15 p.m.
Break
2:30 p.m.
Interesting Property Tax Issues
Felix C. Pelzer, Jr., Shumaker, Loop & Kendrick, LLP, Charleston
3:30 p.m.
Taxability of Settlements
G.P. Diminich, Shumaker, Loop & Kendrick, LLP, Charleston
4:30 p.m.
Adjourn