Practical Introduction to Tax in Trusts and Estates
Tax is an incredibly complex and extensive part of trusts and estates practice, with a steep learning curve. It can be a bit overwhelming. This practical introduction to essential tax topics and questions of estate planning will help you get started or get refreshed on the basics. Get a birds' eye view of the key tax issues, including tax basis of assets, tax consequences of common planning techniques, taxation of LLCs, basic forms used, and more. Build your skills - register today!
Break down basic tax considerations in planning asset transfers and gifts.
Better understand tax basis of assets.
Get an update on current tax rates and exclusion amounts.
Explore the tax aspects of how planning plays out at administration.
Current Federal Tax Rates and Laws
Tax Basis of Assets
Tax Consequences of Gifts, Transfers, and Distributions
Common Tax-Saving Tactics Estate Planners Use
Tax Consequences of Trusts
Taxation of Closely Held Businesses
How Estates and Non-Probate Assets Are Taxed at Administration
Alina A. Risser is a tax and estate planning attorney with A Law Office of Phillip J. Oliver, P.C., in Chicago Illinois. Ms. Risser focuses her practices in the areas of taxation (inheritance, estate, GST, and gift tax returns, Form 706, Form 709, and Form 8971), estate planning and trust administration (including revocable living trusts, pot trusts, spousal access trusts, charitable trusts, special needs), probate, guardianship administration (for adults with disabilities and minors), will/trust contests and litigation (including citations to discover and recover assets), complex estate and guardianship accountings, retirement plans and asset protection, and business succession. Ms. Risser serves as a guardian ad litem in Cook County, and currently volunteers on the Board of Directors at the Veterans’ Legal Aid Society in Chicago, Illinois. She earned her LL.M. in taxation from Northwestern University Pritzker School of Law; Juris Doctor degree (certificate in elder law) from The John Marshall Law School (a/k/a UIC); 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 Katholieke Universiteit 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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