NAEPC Webinar: Complimentary Webinar: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Many clients believe that their estate planning is complete once they sign documents. However, as many important court decisions highlight, the IRS often challenges transactions based on the failure of taxpayers to properly administer their planning. Cases such as Galli, Rowland, Connelly, Sorensen, Smaldino and Levine highlighted the importance of proper documentation and implementation of planning. While these cases present a plethora of substantive law issues worthy of discussion, this program will focus on the practical lessons for estate planning professionals of all disciplines, and for clients of all wealth levels, about how to plan considering the lessons of these cases. Understanding what was done right or wrong provides valuable guidance on how to better structure and implement estate plans.
Thomas A. Tietz, Esq., is an Associate with Shenkman Law practicing in New York and New Jersey. After several sleepless years working full-time and going to law school at night, he has dedicated his practice solely to estate planning. Honing his craft, he has lectured at the Notre Dame Tax & Estate Planning Institute, for the New Jersey State Bar Association, New Jersey Institute of Continuing Legal Education, CPA Academy, as well as several estate planning councils, including the Financial and Estate Planning Council of Metropolitan Detroit, the Bergen County Estate Planning Council, and numerous other institutions.
He has published articles in many publications, including the American Bar Association E-Report, the National Association of Estate Planning Council’s Journal of Estate and Tax Planning, Steve Leimberg’s Estate Planning Newsletter, Wealthmanagement.com, and Trusts & Estates Magazine.
This webinar will be hosted within Tradewing, NAEPCs online community. When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account. Once complete, you can RSVP as “Going.”
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.
