Celesq® Programs

Select Federal and State Income, Gift and Estate Tax Issues and Filing Requirements for Domestic and Foreign Trusts for Estate Planning and Asset Protection Attorneys

Expired
Program Number
2637
Program Date
2016-04-07
CLE Credits
1

Tax and estate planning attorneys should be well versed with regard to tax compliance rules related to planning and advising on asset protection structures. Join Edward D. Brown as he covers tax-related issues specific to domestic and foreign asset protection planning arrangements, including: (a) the factors that distinguish domestic trusts from foreign trusts for federal income tax purposes and the important implications this distinction has for tax reporting (and penalty) purposes; (b) an analysis of applicable pertinent income, gift, and estate tax issues; (c) grantor trust considerations; (d) tax returns for underlying limited partnerships and limited liability companies; (e) tax forms and reporting requirements for foreign bank and financial accounts; (f) tax considerations arising from the Foreign Account Tax Compliance Act (“FATCA); and (g) other miscellaneous tax forms, including agricultural property considerations, as well as special tax treatment of annuities, and other tax-sensitive assets.

Available in States

  • California
  • Colorado E
  • Georgia
  • New York
  • New Jersey
  • New York -
  • Texas Self Study

Program Categories

  • Asset Protection
  • Bankruptcy Law & Creditor Rights
  • Corporate and Commercial Law
  • Estate Planning
  • Federal Courts
  • International Law
  • Litigation & Litigation Skills
  • Taxation Law

PROGRAM CREDITS

  • Areas of Professional Practice : 1.00 Credit