2014 Hot Topics in Estate Planning

    12 PM GMT

    2014 Hot Topics in Estate Planning
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    Join our distinguished panel as they discuss the implications of recent developments and provide updates on legislative, regulatory, judicial and administrative matters such as the:

    • Final Regulations under Section 67(e) issued May 9, 2014 - estate and trust costs of administration subject to the 2-percent floor for miscellaneous itemized deductions;
    • Frank Aragona Trust v. Commissioner, 142 T.C. No. 9 (2014) - material participation by trustees and trusts eligibility for passive activity exception to avoid tax on net investment income;
    • Estate of Marion Woelbing v. Commissioner, T.C., No. 30260-13 and Estate of Donald Woelbing v. Commissioner, T.C., No. 30261-13 - IRS attacks on sales to grantor trusts;
    • 2013-2014 Priority Guidance Plan by the U.S. Department of Treasury;
    • Administration's Fiscal Year 2015 Revenue Proposals;
    • Congressman Camp's Tax Reform Proposals;
    • Recent Developments in State Income Taxation of Trusts (Linn v. Ill. Dep't of Revenue, No. 4-12-1055 (Ill. App. Ct. 2013));
    • Update on Same Sex Marriage Developments;
    • Use of Arbitration Clauses in Estate Planning Documents; and
    • 2014 Legislation Changing New York State’s Estate Tax Rules.


    Christine L. Albright, Holland & Knight LLP, Chicago, IL
    Dennis I. Belcher, McGuireWoods LLP, Richmond, VA
    Lee-Ford Tritt, University of Florida Levin College of Law, Gainesville, FL

    Event Details




    May 28, 2014

    2014-05-28T12:00:00 2014-05-28T13:30:00 2014 Hot Topics in Estate Planning 2014 Hot Topics in Estate Planning

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