Learn the latest on Disinheriting the IRS and Trust Strategies in 2023 with this convenient, 24/7 On-demand Seminar and Complimentary Podcast. Register to obtain CLE and MCLE credit, online access to complete course and reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Benefits:

Taxes are estimated to increase by $13 trillion over the next decade. 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, step-up & gift basis rule advantages, wealth transfers, Grantor Retained Annuity Trusts & Qualified Personal Residence Trusts, 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 Trust Strategies in 2023 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. Step-up & Gift Basis Rule Advantages

f. Changes with Spousal Lifetime Access Trusts

g. Credit Shelters & Q-tips

h. Maximizing Income after Retirement

i. Gift Taxation

j. Grantor Retained Annuity Trusts & Qualified Personal Residence Trusts

k. Entity Selection

Recorded 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.

3. Kaitlin M. Pals practices at Gislason & Hunter LLP, where her practice focuses on assisting clients with tax and estate planning and business succession planning for individuals, families and family-owned businesses in industry with a special emphasis in agriculture. Through her experience in working with matters for family farms to large corporations, Ms. Pals has a broad tax and estate planning practice. She helps her clients plan for and manage tax-efficient transfers of wealth that meet each client’s unique goals, including health care directives, estate and gift tax planning, simple and complex trusts and guardianships. She also helps families through the process of administering estates and trusts after a family member’s death. Ms. Pals is a sought-after speaker at estate planning and agriculture conferences and events. She writes columns on a regular basis for agriculture and business publications and teaches continuing education courses for her peers.

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**

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)

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE 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.

For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST.

You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.