Trusts, Estates & Probate

Podcast

The Importance of Remembering Tax Implications

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
OnDemand
1 hours 8 minutes
Ann O
With Ann M. O'Hara from Dale & Eke, P.C.
Recorded August 26, 2024
Product ID 99083

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Overview

Don't Forget About Tax Implications!

In this engaging and informative podcast, an estate planning professional will delve into the critical intersection of estate planning and tax implications. Our expert speaker will guide you through key tax planning methods, major cases, and IRS guidance that impact your practice. Whether you're a seasoned attorney or just starting out, this program will equip you with essential knowledge to better serve your clients. Don't wait - register today!

  • Explore why timing is crucial when it comes to the intersection of estate planning and tax liabilities.
  • Learn about estate tax updates and discuss the step up in basis.
  • Examine income and capital gains tax planning approaches and relevant updates.
  • Attain knowledge about other tax implications related to estate planning.
  • Familiarize yourself with recent case law and IRS guidance.
  • Discover the tax implications of trusts and common estate planning tools.

Abbreviated Agenda

  1. Timing Matters
  2. Estate/Gift/GST Tax, Portability, and Updates Related Thereto
  3. Income and Capital Gains Tax Updates and the Use of Step Up in Basis
  4. Understanding and Using the Step Up in Basis
  5. Significant Case Law Update(s) and IRS Guidance
  6. Tax Implications of Trusts and Other Common Estate Planning Tools

Related Topics

Product ID 99083

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
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Agenda

All times are shown in

  1. The Importance of Remembering Tax Implications

    1. Timing Matters
    2. Estate/Gift/GST Tax, Portability, and Updates Related Thereto
    3. Income and Capital Gains Tax Updates and the Use of Step Up in Basis
    4. Understanding and Using the Step Up in Basis
    5. Significant Case Law Update(s) and IRS Guidance
    6. Tax Implications of Trusts and Other Common Estate Planning Tools

Who Should Attend

This program is for attorneys. Paralegals, office managers, fiduciaries, and other legal professionals may also benefit.

Speakers

Ann M O'Hara
Ann M.
O'Hara
Dale & Eke, P.C.
Speaker bio
Ann M O'Hara

Ann M. O'Hara

Dale & Eke, P.C.
Ann O'Hara

is an attorney with Dale & Eke, P.C. in Indianapolis. She currently practices in the areas of employee benefits, estate planning and probate, and trust administration. Ms. O'Hara served as an adjunct professor in individual federal taxation at the Kelley School of Business, Indiana University, and has lectured on federal estate and gift taxes issues. While completing her law degree, she was a tax analyst for the Indiana Inheritance Tax Division of the Indiana Department of Revenue, and also served as director of the Corporations Division of the Indiana Secretary of State's Office. Ms. O'Hara earned her B.S. degree in finance, summa cum laude, from St. Joseph's College and her J.D. degree from Indiana University Robert H. McKinney School of Law.

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