Estate and Elder Law Planning News and Press Releases

Events

Charitable Giving Webinar

This webinar covers:

• The intersection of charitable giving and estate planning including income tax and state estate tax reduction.
• How one can obtain the full benefit of a significant charitable donation without having to give up on the new higher standard deductions.
• When it is best to use a charitable lead trust and whether it should be a grantor trust or not. New concepts will be presented.

199A Proposed Regulations—A First Look

Proposed regulations regarding Internal Revenue Code 199A have been submitted to the Office of the Federal Register (OFR) for publication and are currently pending placement on public display at the OFR and publication in the Federal Register. While the final proposed regulations may vary from the document released on August 8, 2018 (editorial changes may be made during the OFR process) this allows us the opportunity to review how the IRS has tackled numerous issues and questions regarding IRC 199A. Join us for a first look at the proposed regulations, including significant regulations regarding IRC 643(f), which affect multiple trusts and every practitioner must know.

For more information, visit EstatePlanning2018.com

For more information, visit RetirementBenefitsPlanning.net