Agenda / Content Covered

Session Time: 1:00 PM - 2:30 PM Eastern

1. Current Tax Update and Forecast
   Neal B. Jannol
2. Annual Exclusion Gifts and Transfers
   Neal B. Jannol
3. Annual Tax Returns for Trusts and Estates: Current Credits and Deductions
   Neal B. Jannol
4. Recording Loss
   Neal B. Jannol
5. IRA/Retirement Plan Tax Planning
   Neal B. Jannol and Roger J. McClure
6. Charitable Giving Tax Update
   Roger J. McClure
7. Capital Gains Planning
   Roger J. McClure
8. Business Tax Changes Affecting Estate Planning
   Roger J. McClure
9. Potential Estate Plan Changes
   Roger J. McClure

Accreditation Details:

NEAL B. JANNOL is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles; and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.

ROGER J McCLURE is a practicing attorney with Washington Wealth Counsellors® PC, and has more than 35 years of experience. He maintains a business, estate and charitable planning law practice based in Virginia. He has conducted civil and criminal trials in local courts, represented creditors in bankruptcy proceedings, and litigated antitrust and trade regulation cases involving the largest corporations in America in federal regulatory proceedings. Mr. McClure served 10 years in the Virginia Legislature (House of Delegates) and is past president of the Northern Virginia Estate Planning Council and the Northern Virginia Apartment Association. He has published books and articles in ABA publications. Through WealthCounsel and his professional associations, he works with professionals in every state to assist their clients in solving problems and enhancing planning. Mr. McClure holds an undergraduate degree in international studies; a Masters degree in political science from Northwestern University; and his J.D. degree, with honors, from The Ohio State University Law School.