Review the key elements of tax planning essential to creating an effective trust. Learn how each type of tax affects the trust's operation and final transfer and how to address it at drafting and beyond. Order today!

• Determining What Tax Factors Apply
• Minimizing Estate-Related Taxes
• Current Issues and Tax Law Changes

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

* denotes specialty credits

Session Time: 2:00 PM - 3:30 PM Eastern
Presenter: Earl H. Cohen

• Determining What Tax Factors Apply
• Minimizing Estate-Related Taxes
  • Income Tax of Trusts, Estates and Beneficiaries
  • Capital Gains Tax
  • Transfer Taxes
  • Gift/Estate Taxes
  • Generation-Skipping Tax
• Current Issues and Tax Law Changes

EARL H. COHEN is the managing shareholder and chief executive officer of Mansfield Tanick & Cohen P.A., where focuses his practice in the broad areas of estate and wealth transfer planning, business, asset protection planning, and estate administration, assisting his individual and business clients with the organization, operation and, when necessary, financial reorganization of their business and/or individual interests. Mr. Cohen regularly advises professional business clients on asset protection strategies as part of their estate and business plans and fiduciaries and beneficiaries on their obligations and rights. He serves as counsel and special advisor to businesses ranging from food production to high tech computer manufacturing and software. Mr. Cohen served on the Board of Directors of United Systems Technology, Inc., a publicly traded software development firm in Dallas, Texas, 1995 to 2010.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

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Phone: 866-240-1890

Email: credit@nbi-sems.com