Tax Planning for Trusts and Estates

Get Practical Strategies to Ease Your Clients’ Tax Burdens
The recent EGTRRA upheaval of estate and gift tax has brought to the forefront many challenges attorneys face in planning for and reporting taxes connected with trusts and estates. Are you prepared to insulate your clients’ estate plans from regulatory storms and ensure smooth and secure preservation and transfer of wealth? This course offers practical tax planning strategies that will help you minimize tax burdens and ensure IRS compliance. Get straightforward instruction to help you through both routine tax return preparation and the final accounting.

Through this course, you can:

  • Decrease your clients’ tax burden through resourceful estate planning.
  • Find out how the current status of state and federal estate tax affects your ongoing cases.
  • Gain federal tax return preparation tips from experienced faculty.
  • Get practical guidance through the nuts and bolts of income tax planning for trusts and estates.
  • Learn how to handle common problems in distributions to minors and trusts after a grantor’s death.
  • Avoid unnecessary burden on the estate with clear delineation of income and principle.
  • Classify estate assets for the most favorable taxation.
  • Adapt your practices and update your clients’ current plans according to the latest regulations.

Date: Thursday, August 23, 2012

Red Lion Hotel Portland Convention Center
1021 NE Grand Avenue
Portland, Oregon 97232

Time: 9:00 am–4:30 pm
This basic-to-intermediate level program can benefit:

  • Attorneys
  • Estate planners
  • Investment advisers
  • Accountants
  • Trust officers
  • Fiduciary tax specialists
  • Paralegals
  • Gift tax planning
  • Federal estate tax update
  • State death taxes
  • Estate tax planning considerations
  • Post-mortem tax planning options
  • Federal estate tax return (Form 706)

082312 NBI Lecture Gift Tax Outline

Jonathan Mishkin

Jonathan D. Mishkin focuses his practice on tax/trust controversy, estate planning, taxation and closely-held business advisory services with offices in Portland, Bend and West Linn. Drawing on deep experience gained inside both large accounting firms and large law firms, Mr. Mishkin capably advises and counsels individuals, families and their businesses, and trusts/trustees.