Estate, Gift and Trust Conference (VIRTUAL CONFERENCE)

This session is available to registrants only.

Review important changes in the law and other developments impacting estate planning. Take a deep dive into key court cases, regulations, and IRS rulings, and examine the facts, court decisions, and implications for existing and future estate plans. Plus, hear practical advice about how to avoid the traps and take advantage of positive developments.

Speaker: David Handler, JD | Kirkland & Ellis, LLC

This session is available to registrants only.

The last several years have seen a flurry of changes for retirement accounts, affecting employers, savers, retirees, and post-mortem beneficiaries. A near constant flow of regulations and guidance from Congress have added both clarity and complexity. Receive a critical and timely update so you can implement these changes for your clients.

Speaker: Bob Keebler, CPA/PFS, MST, AEP (Distinguished) | Keebler & Associates, LLP

This session is available to registrants only.

Discuss the recent Supreme Court case of Connelly vs. U.S. and understand its implications for buy/sell agreements. Explore ideas on how to arrange plans to possibly avoid the less-than-favorable results of this court decision.

Speaker: Dan Finn, JD, CLU, CFP | Principal Financial Group Business and Advanced Solutions

This session is available to registrants only.

This session is available to registrants only.

As nations move beyond the pandemic recovery, what course will they set for trade, immigration, debt, regulation, and monetary policy? Bring your questions and hear an update on current economic conditions and an outlook for these global challenges.

Speaker: Ryan James Boyle | Northern Trust 

This session is available to registrants only.

Estate planning for those in the middle can be quite difficult without creativity and a variety of options. The best tax-math planning is often to “bankrupt” the client by giving away all their assets during life, however this is even less appealing than paying estate tax. Delve into the challenges and opportunities of estate planning over the coming year.

Speaker: Bob Keebler, CPA/PFS, MST, AEP (Distinguished) | Keebler & Associates, LLP

This session is available to registrants only.

The calculation of trust accounting income (TAI) determines how much is payable to income beneficiaries and remaindermen. It is determined by the applicable state's version of the Uniform Principal and Income Act, unless trumped by the trust instrument. Hear an overview of trust accounting income and discuss some of the most frequently encountered issues in calculating TAI.

Speaker: Paige Goepfert, CPA, MST | Anderson LLC 

This session is available to registrants only.

The Illinois estate tax is a cliffhanger, literally, and its peculiarities can be baffling. Explore the idiosyncrasies of this complicated tax and how to plan for it.

Speaker: Susan Bart, JD | ArentFox Schiff

This session is available to registrants only.