Learn the latest on Mitigating Taxes with Effective Trust Planning in 2025 CLE with this convenient, telephonic seminar. Register to obtain CLE and MCLE credit, receive access to complete course and reference materials, and attend this telephonic seminar.
Mitigating Taxes with Effective Trust Planning in 2025 CLE
90-Minute, Telephonic Seminar
Noon-1:30 PM (Eastern Time)
Last Day for $60 Discount
Wednesday, April 2, 2025
Register for CLE and MCLE credit - specific credit hours are listed at the bottom of this page.
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 an authority in the field, 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: Mitigating Taxes with Effective Trust Planning in 2025 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
Opportunity to Ask Questions of the Faculty Biography of Seminar Faculty: 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.
CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.
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
Delaware Commission on Continuing Legal Education *******
District of Columbia (CLE credits are not required)***
Florida Bar for 2.0 CLE credits
Georgia Bar for 1.5 CLE credits
Hawaii State Board of CLE 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 Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits
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
Oregon Bar for 1.5 MCLE 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.
******* Please include your DE Bar Number so a Form 4 may be forwarded to you after the course.
For additional questions, please call 888-626-3462.
REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT SEMINAR.
You will receive login-in information, access to the written course materials, and information to report the CLE credits as soon as you register with a credit card or when your check is received.
