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Living or Testamentary Trusts in Alabama: Tax Considerations and Drafting Tips - On-Demand
Webinar is now available on-demand. NOTE: On-Demand webinars are not eligible for CLE credit.
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. Use this 60-minute 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.
Order this advice-rich On-Demand Webinar risk free.
Living or Testamentary Trusts in Alabama: Tax Considerations and Drafting Tips — is just $107.
You risk nothing by ordering, because we will refund every penny, no questions asked, if you are in any way dissatisfied with this On-Demand Webinar.
Because this is an on-demand webinar you enjoy:
About Your Presenter:
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.