Build a Solid Tax Foundation for Your Trusts and Estates Practice
Tax is an indelible component of estate planning. Every document you draft, every trust instrument you use will have far-reaching tax consequences. This practical legal guide gives you a solid understanding of the underlying tax principles guiding estate plans. Power up your practice - register today!
Get an update on the latest tax laws, regulations and IRS guidance.
Identify tax consequences of different trust structures.
Explore essential tax forms used in trust reporting and estate administration.
Come away with new ideas for incorporating effective tax tools into clients' estate plans.
Understand how businesses are taxed.
Current Federal Tax Rules and Environment
Tax Consequences of Various Trust Structures
Tax Planning Tools and Their Real-Life Application Challenges
JOHN R. BEDOSKY is of counsel to Hinman, Howard & Kattell, LLP, active in its estate planning practice group, and is a senior consultant with The Lustig Group, LLC. He has extensive experience representing individual and business clients in a variety of estate planning matters, including business succession planning; family wealth accumulation, preservation and transfer planning; estate and trust administration; fiduciary litigation; and related taxation matters. Mr. Bedosky has been an adjunct professor of law at the University of Minnesota Law School, the University of St. Thomas, and William Mitchell College of Law; an adjunct business taxation professor at the University of Minnesota’s Carlson School of Management; and a visiting professor of law at William Mitchell College of Law. He earned his B.S. degree, magna cum laude, from Villanova University; and his J.D. degree, magna cum laude, Syracuse Law Review, from Syracuse University College of Law. Mr. Bedosky earned his L.L.M. (estate planning) from the University of Miami School of Law.
ROBERT B. KEYSER II is the founding member of the estate, tax and business planning boutique firm, Robert B. Keyser II, LLC, based in Colorado Springs, Colorado. He has an office in Denver and is admitted to practice law in Colorado and Texas. He provides counsel in the areas of income, estate and gift tax planning and business planning to high net worth individuals and families. Mr. Keyser prepares advanced estate planning documents, such as qualified personal residence trusts, family limited partnerships, life insurance trusts, generation skipping trusts, charitable trusts, private foundations, grantor retained annuity trusts, intentionally defective grantor trusts, and complex wills. He handles various business transactional matters requiring the preparation of agreements for stock redemption, mergers, employment, stock buy-sell, partnership and limited liability company arrangements, non-qualified plans, and trusts. Mr. Keyser taught business law and accounting at the University of Colorado's Colorado Springs campus from 2004 to 2017. He earned his B.A. degree from Colorado University, his J.D. degree from the University of Denver College of Law, and his LL.M. degree in taxation from the University of Denver Graduate Tax Program.
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