Managing and Transferring Assets, Controlling Tax, and Other Essentials
Trusts and estates practice requires a wide range of knowledge beyond essential will and trust provisions. This practical course breaks down its most complex aspects: tax and accounting - into a practical overview to help you navigate the intricate rules and tactics that shape every estate plan. Build a solid foundation for your tax and estate planning techniques - register today!
Get an update on the key tax laws and enforcement efforts governing trusts and estates.
Clarify the duties and powers of the fiduciaries and get practical tips for accomplishing key tasks.
Determine when tax is due, who has to pay it, when, and how.
Get a step-by-step guide to estate, trust, and fiduciary accountings.
Make certain your practices are beyond reproach with a tailored legal ethics guide.
Build up your tax planning toolkit with new tax minimization approaches.
Prevent future problems and liability: get experts' advice on spotting red flags and avoiding mistakes.
New and Current Tax Rules and Their Effects on the Practice
What Executors Need to Know and Do
Estate and Fiduciary Accounting
Tax Basics for Estates
Trust Tax Essentials
Tax Minimization Tactics, Common Tax Situations, and Red Flags to Avoid
Nancy R. Crow is special counsel to the law firm of Hutchins & Associates LLC, where she practices in the areas of tax law, estate planning and administration, trusts, and exempt organization law. She is a frequent lecturer and writer on topics related to her areas of practice. She wrote and has updated chapters on estate planning, estate administration, trusts and will drafting, and execution for Colorado Methods and Practice, Thomson Reuters/West, through the Sixth Edition. Ms. Crow is a member of the Denver, Colorado (past chair, Taxation Section; column editor, Trust & Estate Section), and American (Taxation and Real Property, Probate, Trust & Estate sections) bar associations, the Colorado Women's Bar Association, the Denver Tax Association, and the American College of Trust and Estate Counsel. She is also a member of the State Bar of California. Ms. Crow earned her B.A. degree in sociology from Antioch College, her J.D. degree from the University of Colorado at Boulder and her LL.M. degree in taxation from New York University.
Debra L. Scott is the sole practitioner with The Scott Practice, LLC, where she represents clients concerning estates and trusts matters, and fiduciary disputes. With more than 19 years of experience handling fiduciary matters, Ms. Scott introduced a new nonprofit consulting division to the law firm called SP Consulting. She has a law, public health and accounting background. Ms. Scott earned her bachelor's degree from the University of California, Riverside. She studied accounting post-baccalaureate at Clayton State University, where she was conferred membership into the Golden Key Honor Society. Ms. Scott earned her J.D. degree from Syracuse University College of Law and her master's degree from Emory University. Ms. Scott has worked with various nonprofit organizations such as The Emory Clinic, Nature Abounds, Clayton County Family Care and the National Association of Chronic Disease Directors.
Michael G. Zapson is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in the areas of commercial and estate litigation, real estate and zoning. Mr. Zapson represents real property owners, national companies, developers, purchasers, REITs, lenders and brokers. He is a member of the Long Beach Lawyer’s Association, the Nassau County Bar Association, and the Association of the Bar of the City of New York. Mr. Zapson is admitted to practice in New York, Washington D.C, and the U.S. District Courts for the Southern, Eastern and Northern Districts of New York. He earned his B.A. degree from Cornell University and J.D. degree from the State University of New York at Buffalo.
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.