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Tax Intensive

2019 National Conference on Special Needs Planning and Special Needs Trusts

Tax Intensive
Wednesday, October 16, 2019

8:20 - 9:10 a.m.

A Trip Through a 1041 Return
Hyman G. Darling

9:10 - 10:00 a.m.

Omnibus Grantor Trust Rules
Debra Boje

10:25 - 11:30 a.m.

Working Through the Problems
Hyman G. Darling, Robert B. Fleming and Bradley J. Frigon

12:50 - 1:40 p.m. - Breakout Session 1

That UPIA Topic
Robert B. Fleming

Planning for the Non-Taxable Estate 
Susan Kubar

1:45 - 2:35 p.m. - Breakout Session 2

The IRS and Audits of Estate & Gift Tax Returns
Jeff Gad and Bill Kalish

Tax Return Position Ethics or Retaining Your Right to Practice
Allen Sullivan

3:00 - 3:50 p.m. - Breakout Session 3

Transferring Trusts from One State to Another and Changing Situs of Trusts for Tax Purposes; State Income Tax Treatment of Trusts
Hyman G. Darling and Mark Munson

Taxation of Investment Income Including Capital Gains and Qualified Dividends
Bradley J. Frigon

3:55 - 4:45 p.m.

One Year After Tax Reform - What is the Impact of Trust Reforms
Michael J. Amoruso, Donna Jackson and Mark Munson

Session Q&As

Boje - Omnibus Grantor Trust Rules



Save The Date

2020 Special Needs Trusts Conference
October 14-16, 2020

Vinoy Renaissance St. Petersburg Resort & Golf Club