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Living or Testamentary Trusts in Alabama: Tax Considerations and Drafting Tips

Living or Testamentary Trusts in Alabama: Tax Considerations and Drafting Tips

Product Code: YLWA022117
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Living or Testamentary Trusts in Alabama: Tax Considerations and Drafting Tips

Live Webinar: Tuesday, February 21, 2017

2:00 p.m. to 3:00 p.m. Central

How can your client take maximum advantage of the marital deduction? What impact will gift and estate taxes have on beneficiaries? How do generation-skipping transfer taxes fit into the estate plan? What are the ramifications of the trust on income taxes to be paid by the beneficiaries?

For the Alabama probate or estate-planning attorney, many tax issues come into play when drafting living or testamentary trusts. Your responsibility is to ensure that the grantor’s beneficiaries receive as much of the decedent’s estate as possible.

Changes in the exemption from federal estate tax and other tax changes impact how you should choose appropriate estate and trust plans for your clients. It is more crucial than ever to know the basics, as well as the changes in the tax laws and the latest trends. Join your colleagues for a 60-minute CLE webinar on the latest solutions.

The presenter will discuss: 

  • Tax considerations of drafting living or testamentary trusts
  • Marital deduction planning and/or portability planning
  • Interaction between estate and gift taxes
  • Generation-skipping transfer taxes
  • Income tax – ramifications of trusts
  • And much more.

Register now for this advice-rich CLE event, risk free.

About Your Presenter:

Meegan ColcloughMeegan Colclough
Phelps Dunbar LLC

Meegan Colclough, an attorney with Phelps Dunbar LLC in Mobile, practices in the area of business law with an emphasis in taxation matters. Ms. Colclough advises clients in the areas of corporate law and taxation, Employee Stock Ownership Plans (“ESOPs”) and other qualified retirement plans, estate and business succession planning, and tax controversy matters with the IRS, state and municipal agencies.

Her areas of practice are Taxation, Tax Controversies, Business, Tax-Exempt Organizations, Trusts and Estates/Estate Planning, Employee Benefits/Executive Compensation, and Corporate and Securities. 

Have a specific question related to the topic of this audio conference? Post it here and get an answer during the event, time permitting, or in a follow-up e-mail from the audio conference presenter. This is only available to audio conference registrants.

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