What's Allowable, What's Not, and How to Optimize the Gray Area
Trust tax laws have changed drastically in the recent years and are soon to change again with the TCJA tax provisions sunsetting soon. Don't let your tax planning and reporting tactics fall behind the times! This up-to-the-minute legal briefing will give you the latest knowledge on what works and what doesn't in using trust deductions. Register today!
Get a quick review of the latest relevant tax laws and rate changes.
Find out which tax deductions are gone and what to use instead.
Come away with effective approaches to tax planning in times of uncertainty.
Trust Tax Deduction Changes
Which Deductions are Eliminated?
Clearly Deductible Taxes, Expenses, Distributions, etc.
Gray Areas (e.g. Trustee Fees, Tax Pre Fees, Administrative Expenses, etc.)
Recommendations for Making Decisions in Times of Uncertainty
Completing Form 1041 and Associated Schedules
Old Tax Techniques That No Longer Work (and a Couple New Ones That Do)
Alina A Risser is an attorney with A Law Office of Phillip J. Oliver, P.C., in Chicago, Illinois. Ms. Risser focuses her practices in the areas of decedents’ estates (intestate and probate); will/trust contests and estate planning (including revocable living trusts, children’s trusts, spousal access trusts, charitable trusts, special needs trusts, etc.); retirement plans and guardianship administration (for adults with disabilities and minors); litigation (including citations to discover and recover assets); asset protection; complex estate and guardianship accountings; corporate planning and business succession; long term care planning; and Medicaid appeals. Ms. Risser serves as a guardian ad litem in Cook County. She earned her J.D. degree (certificate in elder law) from The John Marshall Law School and ABA-Approved Post Baccalaureate Paralegal Studies Program certificate, with honors, from Roosevelt University. Ms. Risser furthered her education by studying for European master of laws (LL.M.) and European master of comparative public administration (E.M.P.A.) from the Catholic University of Leuven (Leuven, Belgium), and Vienna University (Vienna, Austria). She earned her master’s in jurisprudence, with Honors, summa cum laude, and Ph.D. degree in international law and European union law from Kazan Federal University Law School (Kazan, Russia).
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