Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, January 28, 2014

Highlights of Heckerling 2014


WealthManagement.com is presenting a free webinar entitled, Highlights of Heckerling 2014.  Martin Shenkman, CPA, MBA, PFS, AEP, JD, will be providing an overview of the key sessions at the 2014 Heckerling Institute on Estate Planning.  Some of the topics he will cover include:

  • Site, nexus, domicile and residency 
  • The 3.8% net investment income tax 
  • Income tax vs. estate tax 
  • Evaluating basic step up vs. an inter vivos transfer 
  • Factors to consider in evaluating estate inclusion vs. transfer to save estate tax 
  • Portability  
  • Tax audit and compliance    
  • Same-sex marriage issues  
  • Trust administration


Conferences & CLE, Estate Administration, Estate Planning - Generally, Estate Tax, Income Tax, Trusts | Permalink

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