Get the Tax Basics Down: Rules, Forms, Procedures and Planning
Trusts and estates practice requires an essential understanding of tax laws and planning approaches. This practical course breaks down the main tax rules and principles driving the planning strategies and gives you a solid foundation for your practice. Register today!
Get the latest updates on the TCJA, the SECURE Act and other tax laws.
Clarify when and how income and capital gains tax apply.
Walk through the main tax forms you need to know and use.
Find out what the IRS is focusing their efforts on currently.
This course is part of the Estate Planning & Trusts in Minnesota series.
Approved for up to 2.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education. No more than 30.0 hours of on-demand CLE credit may be earned during a reporting period.
JAMES T. McNARY is with McNary Law Office, P.A. He has practiced law for more than 30 years, concentrating on estate planning, probate, and trust administration. Mr. McNary is a respected voice in the legal profession, as evidenced by his frequent lectures on various topics related to estate planning. He has presented numerous times at the Minnesota CLE Probate and Trust Law Institute and his lectures have enlightened audiences on such topics as drafting under the new Minnesota Trust Code, the administration of family trusts, the selection of fiduciaries, disclaimers, and business succession planning for farm families. Mr. McNary also serves as the moderator of the Institute's Small Estates Panel and been a member of the Institute Planning Committee since 2007. He is a graduate of William Mitchell College of Law and the University of Wisconsin - River Falls.
We use this information in order to improve and customize your browsing experience,
in addition to improving our internal analytics and metrics about our visitors.