Learn the latest on Disinheriting the IRS and Advanced Trust Planning CLE with this convenient, telephonic seminar with visual access to written materials. All registered attendees who are unable to participate in the teleconference will be e-mailed a complimentary absentee recording and podcast of the full-length seminar two days after the teleconference. Register to obtain CLE and MCLE credit, receive access to complete course and reference materials, and attend this telephonic seminar.
Disinheriting the IRS and Advanced Trust Planning CLE
90-Minute, Telephonic Seminar with Visual Access to Downloadable Materials
Noon-1:30 PM (Eastern Time)
Thursday, Feb. 23, 2023
Final Hours for $60 Discount
Register for CLE and MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: A growing middle class has turned to attorneys to lawfully protect trillions of dollars annually from taxation. Ethically disinheriting the IRS and mitigating tax exposure have never been in greater demand than today, as clients are more focused than ever on take-home pay and savings. The program will cover the latest developments and strategies that impact trust and retirement planning and savings for both individuals and businesses. The Rossdale faculty for this seminar features several leading authorities, who will discuss comprehensive tax & trust planning, mitigating tax exposure, tax-efficient entities, wealth transfers, multi-national considerations, maximizing income after retirement, gift taxation, and using the amendments to the tax rules to benefit clients. Course materials will serve as a helpful guide on these skills and techniques, as well as a useful source for your future reference.
Agenda: Disinheriting the IRS and Advanced Trust Planning CLE: a. Latest Developments in Tax & Trust Planning
b. Effective Tools to Mitigate Tax Exposure
c. Disinheriting the IRS
d. Updates involving Statutes, Rules, and Proposed Laws
e. Cutting-edge International Considerations
f. Tools for Small and Growing Businesses
g. Using Amendments to the Tax Rules to Benefit Clients
h. Maximizing Income after Retirement
i. Gift Taxation
j. Tax-efficient Structures
k. International Considerations & Using Investments to Minimize Taxation
Interactive Question and Answer Session Biography of Seminar Faculty: 1.
Robert S. Barnett, CPA, Esq. is a founding partner of Capell Barnett Matalon & Schoenfeld LLP. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. Mr. Barnett’s experience includes Probate and Surrogate’s Court practice, tax dispute resolution in both Federal and State jurisdictions, and Tax Court representation. Mr. Barnett frequently assists clients in structuring financial transactions and charitable gifts. He is a sought-after lecturer and author on numerous aspects of estate and tax planning. His articles and lectures encompass a wide variety of topics, including business succession, estate planning, generation-skipping, stock options, effective strategies for removing tax liens, proper utilization of the marital deduction and utilization of partnership elections. Mr. Barnett is a graduate of Fordham University School of Law.
2.
Peter Randolph is a Partner at Lawless Randolph & Dale LLC, where he focuses on probate and trust administration, business and taxation. Mr. Randolph advises executors, trustees, and beneficiaries in the areas of probate and trust administration, including pre- and post-mortem planning, and estate and fiduciary income tax. He also regularly advises small businesses on partnership and corporate taxation, corporate governance, buy-sell agreements, reclassification, restructuring and succession planning. In addition to advising, Mr. Randolph personally serves as executor and trustee of estates and trusts in multiple jurisdictions.
CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Alabama State Bar MCLE Commission for 1.5 MCLE credits
Alaska Bar Association for 1.5 CLE Credits *
Arizona State Bar for 1.5 CLE credits**
Arkansas Supreme Court - Office of Prof. Programs for 1.5 CLE credits
California State Bar for 1.5 MCLE credits
Colorado Supreme Court Board of Continuing Legal and Judicial Education for 1.8 CLE Credits
Connecticut for 1.5 CLE Credits
District of Columbia (CLE credits are not required)***
Florida Bar for 2.0 CLE credits
Georgia Bar for 1.5 CLE credits
Hawaii for 1.5 CLE credits
Idaho State Bar for 1.5 CLE credits
Indiana Commission for Continuing Legal Education for 1.5 CLE Credits
Iowa Commission on Continuing Legal Education for 1.5 CLE Credits
Kansas Continuing Legal Education Commission for 1.5 CLE Credits
Kentucky Bar Association for 1.5 CLE Credits
Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits
Maryland (CLE credits are not required)***
Massachusetts (CLE credits are not required)**
Michigan (CLE credits are not required)***
Minnesota State Board of Continuing Legal Education for 1.5 CLE credits
Mississippi Commission on Continuing Legal Education for 1.5 CLE credits
Missouri Bar for 1.8 MCLE Credits
Montana Commission of CLE for 1.5 CLE Credits
Nebraska Mandatory Continuing Legal Education for 1.5 CLE credits ******
Nevada Board of Continuing Legal Education for 1.5 CLE credits
New Hampshire for 1.5 CLE credits ****
New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)
New York State Bar for 1.5 CLE credits
North Carolina State Bar Continuing Legal Education for 1.5 CLE credits
Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits
Oklahoma Bar Association for 1.5 CLE Credits
Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits
Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)
Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits
South Carolina - Supreme Court of South Carolina for 1.5 MCLE Credits*****
South Dakota (CLE credits are not required)***
Tennessee Commission on CLE for 1.5 CLE Credits
Texas State Bar for 1.5 CLE credits
Utah State Board of Continuing Legal Education for 1.5 MCLE credits
Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits
Virginia State Bar for 1.5 MCLE credits
Washington for 1.5 CLE credits
West Virginia for 1.8 CLE credits
Wisconsin Board of Bar Examiners for 1.5 CLE credits
Wyoming State Bar for 1.5 CLE credits
Additional States - call customer service at (888) 626-3462
* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.
** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.
*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.
**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.
***** Members of the SC Bar may seek credit directly with the CLE Commission by submitting the 1-page form to the Commission prior to the teleconference and may contact the sponsor to secure an off-set in the registration cost.
****** Please enter NE Bar number on registration form when registering.
For additional questions, please call 888-626-3462.
REGISTER FOR CLE CREDIT AND LISTEN AND LEARN AT YOUR CONVENIENCE WITH THIS LIVE TELEPHONIC SEMINAR. All registered attendees who are unable to dial into the live teleconference will be e-mailed a complimentary downloadable recording and podcast of the full-length seminar.
You will receive toll-free dial-in instructions, online access to course and reference materials, and be registered for CLE credit when you check-out with a credit card or your check is processed.