ESTATE PLANNING: FIDUCIARY INCOME TAX OPPORTUNITIES EVERY ESTATE PLANNER SHOULD KNOW
On Demand Seminar
ITEM #:  1725011901   |   EVENT CODE:  266871    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$125.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.

ONLINE

Available 24/7

To claim CLE credit, view by:  January 8, 2021

Note that Minnesota-licensed attorneys may earn up to 15 hours of their 45-hour requirement each reporting period by viewing on demand seminars. Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

Estate Planning: Fiduciary Income Tax Opportunities Every Estate Planner Should Know

Originally presented:  November 16, 2018     |     Course length:  2.0 hours

Join Kelli and Marcia as they discuss important tax considerations that can shape decision making in the estate planning process. Topics include:

  • Maximizing Deductions
  • Optimizing Fiscal Year Selection
  • Navigating Pass-Through Entities
  • Shifting Income with Capital Gains and Losses
  • Increasing Basis in Grantor Trusts
  • And many more!

– Kelli A. Hill; Wells Fargo Private Bank
– Marcia E. Urban; Abbot Downing

$125

Other discounts that may apply:

Scholarships available!
Needs-based scholarships are available for in-person and online seminars. Most scholarships awarded are 50% off the seminar price. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE has applied to the Minnesota State Board of CLE for 2.0 standard CLE credits. The maximum number of total credits you may claim for attending this program is 2.0 credits.

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

STANDARD PRICE
$125.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.
ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):