Understand Tax Consequences and Opportunities of Key Estate Planning Tools
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This legal instruction offers a straightforward overview of trust tax consequences and planning strategies that will help you minimize tax burdens and ensure IRS compliance. Identify key trust structures that work and don't. Predict tax effects of trusts on grantors and estates. Learn how income tax is incurred, calculated, and reported. Build a solid tax foundation for your practice. Order today!
RAYMOND J. FALCON JR. is a principal of Falcon Law Group LLC, in Woodcliff Lake, New Jersey. In his estate planning practice, Mr. Falcon works with clients and their financial advisors, accountants, and other professionals to identify their estate planning goals and develop tax-advantageous structures by selecting from a wide variety of estate planning vehicles. He also concentrates in planning for families that have members with special needs and persons with disabilities. Mr. Falcon assists plaintiff personal injury attorneys, their clients, and structured settlement advisors in utilizing self-settled special needs trusts to hold settlement proceeds in order to avoid loss of needs-based government benefit by the permanently-disabled injured client. His practice also spans a broad range of corporate, commercial, and general business matters. He is admitted to practice in the states of New York, Florida, and New Jersey, and before various federal courts. Mr. Falcon is a member of the American, Bergen County, and New York State bar associations; The Florida Bar; the National Academy of Elder Law Attorneys; the Academy of Special Needs Planners; the American Association for Justice; the National Alliance of Medicare Set-Aside Professionals; and the Council on Parent Attorneys and Advocates. Mr. Falcon earned his B.A. degree from Columbia College of Columbia University and his J.D. degree from Yale University School of Law.
ROXANNA E. HAMMETT is a member of the firm of Chiesa Shahinian & Giantomasi PC, where her practice focuses on all aspects of estate planning and administration, including the drafting of wills, trust agreements, powers of attorney, living wills, and all other estate planning documents. Ms. Hammett is admitted to practice in New Jersey and before the U.S. District Court for the District of New Jersey. She is a member of the American, New Jersey State and Essex County bar associations; Estate Planning Council of Northern New Jersey; Essex County Estate Planning Council; and the New Jersey Women Lawyers Association. Ms. Hammett earned her B.A. degree, summa cum laude, from Drew University and her J.D. degree, cum laude, from Cornell Law School.
LEONARD JC HARDESTY JR. is an attorney with Hardesty Law Group, PC, where his practice areas include corporate and business law, commercial and residential real estate, estate and gift tax planning, estate administration, and federal and state tax controversy. He is admitted to practice law in New Jersey and New York, the U.S. District Court District of New York, the U.S. District Court District of New Jersey, U.S. Tax Court. He earned his B.S. degree from Purdue University, his M.B.A. degree from the Stillman School of Business at Seton Hall University, his J.D. degree from Seton Hall University School of Law and his LL.M. degree from the New York University School of Law.
PATRICIA J. VILLANO CPA, is an accredited estate planner (AEP®) with Patricia J. Villano, CPA LLC ,who specializes in estate planning and estate/trust taxation issues. Before establishing her firm, Patricia J. Villano, CPA LLC, she served as an accountant in both public and private sectors, working for various firms including Deloitte and Touche LLP, as well as in the capacity ® of controller for private corporations. She received her B.S. degree from Cook College/Rutgers University and her M.B.A. degree from Fairleigh Dickinson University. She is a member of the Delta Mu Delta National Honor Society in Business Administration and has completed extensive graduate coursework at The American College. Ms. Villano received her AEP® designation from the NAEPC. She has served as president of NJSCPA (New Jersey State Society of Certified Public Accountants) and is a member of the AICPA (American Institute of Certified Public Accountants), NSA (National Society of Accountants), NATP (National Association of Tax Professionals), the Estate Planning Council of Bergen County, and the GNJEPC (Greater New Jersey Estate Planning Council). Ms. Villano has been a keynote speaker for the Bergen County Bar Association and the NJ Statewide Women's Financial Literacy Conference. She has also conducted business seminars for local New Jersey organizations; has been a featured guest on The Sunday Financial News Hour radio show; has served as a panelist on the cable television program, Tax Talk; and has been a contributor to the business section of The Record newspaper. She currently serves as an instructional specialist at the Feliciano School of Business at Montclair State University.