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!
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DAVID J. DePINTO is managing partner at DePinto Law, LLP, where he practices in the areas of trusts, estate planning, asset protection, charitable entities, business and succession planning for closely held businesses, estate and gift taxation, income taxation, elder law, guardianship, probate and administration of trusts and estates, and estate litigation; and also provides representation to guardians, trustees and other fiduciaries. Mr. DePinto is an NYS certified public accountant and a certified elder lawyer certified by the National Elder Law Foundation as accredited by the American Bar Association. He is the recipient of the Edith Blum Foundation Award for Excellence in taxation and the Professor's Award for Academic Achievement in taxation. Mr. DePinto earned his LL.M. Master of Laws degree from NYU Law School; his J.D. degree from Brooklyn Law School; his M.S. degree, in taxation, with academic honors, from Long Island University CW Post; and his B.B.A. degree from Hofstra University.
THOMAS D. GLASCOCK is a sole practitioner with offices in Huntington, New York. Mr. Glascock concentrates his legal practice representing numerous businesses on various legal and business planning matters, including closely-held businesses, purchasers/sellers and lessors/lessees in commercial real estate matters, and individuals in estate planning and probate matters. Mr. Glascock is admitted to practice law in New York, District of Columbia, and North Carolina. He earned his B.A. degree from the State University of New York, College at Geneseo; his M.B.A. degree from the University Tennessee-Knoxville, where he was a Berkline M.B.A. fellow and a John C. Cox Memorial M.B.A. fellow; and his J.D. degree from the State University of New York at Buffalo School of Law. Mr. Glascock has served as a speaker at numerous professional events, and has written numerous white papers and professional articles.
TAMMY R. LAWLOR is a partner with the law firm of Miller & Milone, P.C., in Garden City, New York. She focuses her practice on elder law, health law, guardianship, estates, and trusts. Ms. Lawlor is an active member of the New York State Bar Association's Elder Law Section. Ms. Lawlor is on the Executive Committee for the New York State Bar Association, and is chair of the Health Care Issues Committee for the Elder Law Section. In addition, she is the Health Law Section liaison for the Elder Law Section, as well as a member of the Mental Health Committee and the Legislation Committee for the New York State Bar Association's Elder Law Section. Ms. Lawlor is also a member of the National Academy of Elder Law Attorneys and New York NAELA. In addition, she is a member of the Nassau County Bar Association's Elder Law Committee and the New York City Committee on Legal Problems of the Aging. Ms. Lawlor is a frequent lecturer to fellow attorneys involving programs sponsored by the Hofstra University School of Law and the New York State, Nassau County, and New York City bar associations. She also has presented on a variety of topics to patients and clients at hospitals, assisted living facilities, and skilled nursing facilities. Ms. Lawlor is a graduate of Hofstra University School of Law and also earned a Master of Business Administration degree in finance.
MARTIN L. LERNER presently serves of counsel to the firm of Akabas & Sproule. For the past 35 years, Mr. Lerner's practice has focused in the areas of wills, trusts and estates, personal tax planning, asset protection, organizing and tax planning for closely-held businesses, business succession planning, estate and probate administration, and post-mortem tax planning. He is a frequent lecturer on estate planning topics. Mr. Lerner is a member of the Real Property, Trust and Estate Law Section of the American Bar Association; and the Trusts and Estates Law Section of the New York State Bar Association. He is admitted to practice law in New York and California. Mr. Lerner earned his J.D. degree from the University of Wisconsin, Madison.
STACEY J. MESHNICK is an attorney with Ronald Fatoullah & Associates where she leads the Medicaid Department. As supervisor of the Medicaid department at the firm, she oversees the paralegals and assists clients with various aspects of long-term care planning, estate planning, preparation of wills & trusts, advance directives and guardianships. Ms. Meshnick earned her B.A. degree from New York University, Washington Square and University College of Arts and Science and her J.D. degree from City University of New York School of Law at Queens College. Ms. Meshnick has published numerous articles in the New York State Bar Association, Elder Law Attorney Magazine and contributed to articles published by the American Institute of Certified Public Accountants.