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Speaker Series – Trust Income Taxation: Implications & Strategies for 2025
May 7 @ 4:00 pm – 5:00 pm EDT
Webinar Description
This presentation will delve into income taxation on trusts, including the Section 121 exclusion and tax-related changes under the Trump administration that are shaping the professional landscape. While these topics are not political, they highlight challenges that impact everyone. Key discussions will explore the operational structure of trusts, methods for determining tax characteristics, and essential insights into distribution provisions. Attendees will gain a strategic understanding of these changes, equipping them with the leadership and flexibility needed to navigate complex challenges in 2025 and beyond.
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
Speakers
After two decades of dedicated service as a geriatric social worker, Julieanne E. Steinbacher established her own law practice – in her garage –offering superior legal support for seniors since 2002. Specializing in asset protection for long-term healthcare, guardianships, and care management, her firm has expanded to seven offices across Northern and Central Pennsylvania with over 60 professionals, including long-term care planners and elder care navigators.
Julieanne is the President and Master Profitability Coach of The Million Dollar Solution– a coaching group that helps attorneys nationwide elevate their practice and profitability through personal, one-to-one coaching. Julieanne is a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation, an author, and sought after lecturer on diverse topics such as trust and estate planning, special needs planning, wealth protection, succession planning, leadership and work-life balance.
Honored with the 2015 Pennsylvania Bar Association Special Achievement Award for her dedication to the Association’s Quality of Life & Balance Committee, which she has co-chaired for three years, Julieanne is also a Certified Dementia Practitioner.