UNDERSTANDING ESTATE AND GIFT TAXATION – 2023
Live In-Person Seminar
ITEM #:  1045572401   |   EVENT CODE:  490879
MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

MINNEAPOLIS

Monday, September 18, 2023

9:00 AM - 4:30 PM   |   Check-In:  8:30 AM

Minnesota CLE Conference Center

600 Nicollet Mall # 370

3rd Floor, City Center

Minneapolis, MN 55402

Understanding Estate and Gift Taxation – 2023

Learn the estate and gift tax rules and developments that drive planning strategies for your clients’ transfer of wealth across generations.

Our expert faculty will explain:

  • The Federal Gift Tax and How It Works
  • What You Need to Know about the Federal and Minnesota Estate Taxes
  • Portability and Use of the Deceased Spousal Unused Exclusion Election
  • The Generation-Skipping Transfer Tax, Including Its Application to Transfers Within and Outside of a Trust
  • The Interplay of Transfer Taxes and Income Taxes, and Their Impact on Your Clients’ Estate Plans
  • The Latest in Planning Strategies and Techniques
  • And Much More!

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST


9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS


9:05 – 9:15 a.m.
Overview of Estate and Gift Taxes
– Daniel R. Donovan


9:15 – 10:05 a.m.
Understanding Federal Gift Taxation
Knowledge of the federal gift tax is essential to advise clients on their estate plans. Learn what it is and how it works, what transactions are subject to the tax, its compliance and reporting requirements and how to identify planning opportunities.
– James T. McNary


10:05 – 10:10 a.m.
BREAK


10:10 – 11:30 a.m.
What You Need to Know about Federal and Minnesota Estate Taxation
Estate taxes still have a significant impact on client estates, even while current federal exemptions are high. And it’s not just the feds! The Minnesota estate tax also comes into play, even for smaller estates. Hear how to advise your clients to reduce their over-all estate taxes.
– Beth Abraham & Michael P. Sampson


11:30 – 11:40 a.m.
BREAK


11:40 a.m. – 12:25 p.m.
How to Advise the Surviving Spouse on Portability and Other Issues
A surviving spouse may face many hard questions. One is whether to file the deceased spousal unused exclusion election. Get insights on this complex question, including an overview of the portability rules and an explanation of how it may work differently in community property states (like Wisconsin).
– Alison J. Midden


12:25 – 1:05 p.m.
LUNCH BREAK (on your own)


1:05 – 1:50 p.m.
A Hop, Skip and a Jump – A Primer on the Generation-Skipping Transfer (GST) Tax
The generation-skipping transfer is an important estate planning tool, and understanding the GST tax is essential. Learn what it is, its exclusions and exemptions, its reporting requirements and its many nuances for the planning process.
– Tessa R. Mielke & Sonny F. Miller


1:50 – 2:20 p.m.
Transfer Taxes and Income Taxes – Advising Clients on the Complete Picture
To advise clients fully on estate planning issues, you need to consider both transfer taxes and income taxes. Learn how they relate to one another to advise your clients on the complete estate planning picture.
– Philip J. Ruce


2:20 – 2:30 p.m.
BREAK


2:30 – 3:25 p.m.
The Latest in Planning Strategies and Techniques
Get the latest tax planning strategies and tactics, and the latest estate planning opportunities in this ever-changing environment of federal and state law.
– Lauren G. Barron


3:25 – 3:30 p.m.
BREAK


3:30 – 4:30 p.m.
Pulling It All Together – The Most Effective Tax Planning Ideas Now
Building on the day’s sessions, our panel of experts will discuss scenarios designed to bring out their best ideas and most advanced tax planning tips today.
– Lauren G. Barron, Alison J. Midden, Tessa R. Mielke & Philip J. Ruce
– Daniel R. Donovan (moderator)

LIVE IN-PERSON
Monday, September 18, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Wednesday, October 18, 2023
Wednesday, November 8, 2023
Attend online
A moderator will be available to answer questions by email.

$295 MSBA members / $295 paralegals / $345 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.25 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.25 credits.

MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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