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About the Teleseminar

Several major legal developments in 2013 will impact the estate and trust planning landscape 2014.  The IRS has recently issued final regulations on the application of the new 3.8% Medicare tax, which will impact trust income in a significant way.  The IRS has also issued important guidance on the treatment of same-same and nontraditional couples for federal estate, gift and income tax purposes. Also, income tax changes and their relationship to the estate tax will have significant impact on certain clients in 2014, as will the newfound reality of the of “portability.” This program will provide you with a practical guide to major legal developments that will shape the estate and trust planning landscape and your planning for clients in 2014.

  •    Major estate and trust planning issues going into 2014
  •    Estate planning impact of final regulations on new 3.8% Medicare tax
  •    Real world impact of portability planning in 2014
  •     Income tax changes impacting estate and trust planning in 2014
  •    Impact of Windsor and Defense of Marriage Act (DOMA) on same-sex and nontraditional                  couples in 2014
  •    State estate and gift tax planning issues even when the federal tax is moot
     

About the Speakers

Renee M. Gabbard is a partner in the Irvine, California office of Bryan Cave, LLP, where her practice includes all aspects of income, capital gains, gift and estate tax planning, charitable planning, and advanced wealth and business succession planning.  She has written and spoken widely on estate and trust planning topics. Ms. Gabbard received her B.A. from the University of Southern California and her J.D. from New York University School of Law.

Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies.  Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company.  She also practiced law with Weil, Gotshal & Manges in New York City.  Ms. Christerson is the author of the monthly newsletter “Tax Topics."  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour