Wednesday, October 18, 2023
9:00 AM - 4:30 PM
Our expert faculty will explain:
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.
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.
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.
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.
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)
Monday, September 18, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Wednesday, October 18, 2023
Wednesday, November 8, 2023
A moderator will be available to answer questions by email.
$295 MSBA members / $295 paralegals / $345 standard rate
Other discounts that may apply:
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 firstname.lastname@example.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.