Understand Tax Consequences and Opportunities of Key Estate Planning Tools
Course book included with all formats
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!
Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.
Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:
Phone: (866) 240-1890
BRET S. CLEMENT is a member of the Indianapolis law firm of Ayres Carr & Sullivan, P.C., where his practice focuses on estate and business planning, tax, and corporate law. He frequently lectures to various professional groups on estate planning and tax-related subjects. As an adjunct professor of law, Mr. Clement previously taught the estate and gift tax course at Indiana University School of Law. He wrote the sales and use tax, gross income tax, inheritance tax, and property tax explanations for the Indiana Section of Research Institute of America’s State and Local Tax Service. Mr. Clement earned his B.B.A. degree, with high honors, from the University of Notre Dame; and his J.D. degree, cum laude, from the University of Michigan. (Indianapolis location)
TRACY A. COLEMAN is the owner of Coleman Law Group LLC, which is located in Gary, Indiana. Ms. Coleman has more than 21 years of experience and a diverse law practice. Her areas of practice includes, but is not limited to personal injury cases, discrimination cases, civil rights cases, estate planning, and family law. She is admitted to practice in the state of Indiana, and before the U.S. District Court for the Northern and Southern districts of Indiana, and the U.S. Court of Appeals for the 7th Circuit. Ms. Coleman earned her B.A. degree from Indiana University, and worked on her Juris Doctorate degree at Northwestern School of Law at Lewis and Clark College in Portland, Oregon and University of Nairobi in Nairobi, Kenya before receiving her Juris Doctorate from Valparaiso University School of Law. (Merrillville location)
ELLEN M. DEETER is of counsel with the law firm of Dale & Eke, P.C. She is an attorney, a registered civil mediator, a certified financial planner certificant and a certified trust and financial advisor. Ms. Deeter has spent 35 years working for bank trust departments, with a focus on trust and estate administration, fiduciary income taxation, estate and gift taxation, and by serving as in-house trust counsel. The last 18 years of her trust department career was with The National Bank of Indianapolis, from which she retired in 2013. She is admitted to practice in the state of Indiana and before the U.S. District Court, Southern District of Indiana. Ms. Deeter earned her B.A. degree, magna cum laude, from the University of Notre Dame; and her J.D. degree, magna cum laude, from Indiana University School of Law at Indianapolis (now known as the Indiana University Robert H. McKinney School of Law). (Indianapolis location)
CHRISTIE R. DeHAAN is an attorney with Zamudio Law Professionals PC, where she handles general civil law, tenant/landlord matters, employment law, estate planning, contract law, and business planning matters. Ms. DeHaan is admitted to practice law before the Indiana Supreme Court. She is a member of the Porter County and the Lake County bar associations. She received her J.D. degree from Valparasio University School of Law. (Merrillville location)
CHRISTOPHER E. DENNEY, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants and the ABV Section, the Indiana CPA Society, the National Association of Certified Valuation Analysts, and the Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree in accounting from Ball State University and both of his M.S. degrees in taxation and professional accountancy from Indiana University. (Indianapolis and Merrillville locations)
REGINA HOLZHAUSEN, JD, CPA, CFP, is vice president and trust manager at GBC Wealth Management. Previously, she was senior vice president and trust director for PNC Bank. She has devoted her practice to trust, estate and guardianship administration in private practice or bank trust departments. Ms. Holzhausen earned her B.S. degree from the University of the State of New York and her J.D. degree from Indiana University Robert H. McKinney School of Law. She is a frequent presenter on estate planning and fiduciary issues. Ms. Holzhausen is a member of the Indiana State Bar Association and Hancock County Bar Association. (Indianapolis location)
JASON WHITE, CPWA and AAMS, is an attorney with Dickmann Reason Bogigian & White. Mr. White focuses his practice in the areas of elder law, Medicaid planning, estate planning, probate, guardianship, and financial planning. He is a certified private wealth advisor and accredited asset management specialist. He is a member of the Indiana State Bar Association, Hancock County Bar Association, and the National Association of Elder Law Attorneys. Mr. White earned his undergraduate degree, with distinction, from Indiana University, Bloomington and his J.D. degree from the Indiana University Law School. (Indianapolis and Merrillville locations)