This practical program is designed to provide you with actionable insights on over three hundred pages of new IRS policies and procedures from both Treasury Regulations and PLR’s, related to contributions made to Irrevocable Trusts. In 2016, the Service issued substantial new guidelines which modified and clarified long-standing code provisions relating to tax treatment of such contributions. You’ll hear from Jeffrey D. Katz, JD, LLM, as to what impact these changes have had on his practice. You’ll also gain insight on how understanding these changes can better monetize your estate planning practice and impact the bottom line for your practice.
Articles and Publications
- Crisis Planning—When the Nursing Home Is the Only Option Left
- A Simplified Walkthrough of the Maryland Probate Process
- Navigating the Necessary Evil of Guardianships in Maryland
- Legal Oversights: 5 Common Business Blunders
- Deciphering Medicaid Long Term Care in a Nursing Home Crisis
- Challenging a Will: A Guide to Understanding Undue Influence and Elder Abuse