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PLI's 46th Annual Estate Planning Institute 2015

Loeb & Loeb LLP is pleased to announce that partner Jonathan Rikoon will be speaking at PLI's 46th Annual Estate Planning Institute 2015 on a session titled, "Fiduciary Income Taxation and Grantor Trusts."

From event website:
Significant developments regarding state transfer tax laws are occurring at the present time. In addition, many valuable estate planning techniques are still viable (if not more so) under the current tax laws, notwithstanding the changes to the federal transfer tax system that were made by the American Taxpayer Relief Act of 2012. Further, President Obama’s budget for the government’s fiscal year ending September 30, 2016 contains additional major proposals for federal transfer tax and income tax changes.

The program will review these estate planning techniques, proposed federal tax law changes, and state tax law developments, and discuss how they may impact estate, trust and transfer tax and income tax planning, and how you can use this information to your clients’ maximum advantage. Moreover, the program will review other recent developments regarding estate, trust and transfer tax and income tax planning.

What You Will Learn

• An update on recent developments in all areas of estate, trust and transfer tax planning
• A review of recent state transfer tax developments
• A review of the Administration's current transfer tax and income tax proposals
• Drafting estate planning documents to comply with and take advantage of current transfer tax laws
• Sophisticated estate planning techniques
• Tax planning with retirement benefits
• Charitable gift planning techniques
• Elder law and special needs planning
• The ascendancy of income tax planning for estates and trusts
• Living and dying with portability
• Reproductive rights and inheritance rights
• Ethical concerns in estate planning
... and much more!