Income Tax Considerations in Estate Planning and Estate and Trust Administration

Date: Tuesday, October 23, 2018
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

The current tax environment requires particular focus on income tax issues that arise in drafting and planning as well

as in trust and estate administration. Specifically, avoiding compressed tax brackets and facilitating basis step-up is

often critically important. We should regularly consider the following in our practices:

• Benefits and detriments of grantor versus nongrantor trusts

Options to achieve basis step-up

Minimizing trust-level income taxes

Costs subject to the two-percent floor under IRC § 67(e)


Registration will close at 5 pm on Thursday, October 18th.  Please register if you will attend to ensure we have an accurate lunch count.  Thank you!

Related Document(s):

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