Tax Intensive

National Conference on Special Needs Planning & Special Needs Trusts

Tax Intensive
Wednesday, October 13, 2021

8:30-9:20 a.m.

Tax Update: 2021
Shannon Laymon-Pecoraro

9:20-10:10 a.m.

Anatomy of a SECURE Act-Complaint Third Party SNT/QDT

Robert Fleming

10:30-11:20 a.m.

Grantor Trusts and Qualified Disability Trusts

Crystal West Edwards

12:45-1:40 p.m. Concurrent Session

Income Taxation of Trusts and Estates

Janet Rae Montgomery

12:45-1:40 p.m. Concurrent Session

Charitable Remainder Trusts

Donna Jackson and Mark Munson

1:50-2:40 p.m. Concurrent Session

International Issues for Domestic Planners

Robert D. Colvin

1:50-2:40 p.m. Concurrent Session

Anatomy of Income Tax Returns for Those With Disabilities or their Families

Hyman G. Darling

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

Taxation of PI Awards

Bradley Frigon

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

Issues When an Interest in a Business is Part of an Estate or Trust

Jim McCarten, Beth Anderson, and Shelly Donaldson

4:10-5:00 p.m.

Tax Potpourri

Panel of Tax Intensive Speakers

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Save The Date

2022 Special Needs Trusts Conference
October 12-14, 2022

Vinoy Renaissance St. Petersburg Resort & Golf Club