Trusts, Estates & Probate

Making a List and Checking it Twice: Year End Tax Planning for Estate Planning Clients

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 25 minutes
Genevieve Redd
Jovanna Bailey
With Genevieve G. Redd from Leech Tishman + 1 other
Recorded December 11, 2024
Product ID 99550

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Overview

Updating Records, Optimizing Tax Tactics, and More!

As the winter holidays' festivities are ramping up, tax attorneys work harder than Santa's elves to be sure all the clients' affairs are wrapped up before the clock strikes midnight on the 31st. This quick legal review will help you make sure you're not missing any steps. Celebrate with an easy mind knowing you've overlooked nothing. Register today!

  • Make certain each list of assets and all other records are current and accurate.
  • Catch all the available deductions your clients are entitled to.
  • Be sure your client doesn't get coal from the IRS this season - prevent RMD penalties.
  • Stuff the stockings with last-minute gifts to make full use of the gift tax annual exclusion.

Abbreviated Agenda

  1. Updating Estate Inventory, List of Assets
  2. Reviewing Beneficiary Designations
  3. Maximizing Deductions
  4. Last-Minute Gifts (Maxing Out the Annual Limit Before 2026 Gift Tax Sunset)
  5. Minimizing Tax Penalties and Taxable Income (RMDs, Capital Gains)

Related Topics

Product ID 99550

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Making a List and Checking it Twice: Year End Tax Planning for Estate Planning Clients

    1. Updating Estate Inventory, List of Assets
    2. Reviewing Beneficiary Designations
    3. Maximizing Deductions
    4. Last-Minute Gifts (Maxing Out the Annual Limit Before 2026 Gift Tax Sunset)
    5. Minimizing Tax Penalties and Taxable Income (RMDs, Capital Gains)

Who Should Attend

This year-end checklist guide is designed for attorneys. Tax professionals, accountants, fiduciaries, and paralegals will also benefit.

Speakers

Genevieve G Redd
Genevieve G.
Redd
Leech Tishman
Jovanna S Bailey
Jovanna S.
Bailey
Leech Tishman
Speaker bio
Genevieve G Redd

Genevieve G. Redd

Leech Tishman
Genevieve Redd

is an attorney for Leech Tishman. She focuses her practice on estate planning, trust and estate administration, succession planning, and tax solutions. Ms. Redd is admitted in Illinois, New Jersey, New York and Pennsylvania. She earned her B.A. degree, cum laude, from the University of Pittsburgh and her J.D. degree from the University of Pittsburgh School of Law. Ms. Redd holds the John P. Gismondi Certificate in Advanced Litigation and a Tax Law Certificate. She is a member of the Chicago Bar Association, co-chair and Young Lawyers Section; Allegheny County Bar Association, membership services co-chair and leadership initiative program; Pittsburgh Civic Light Opera Ambassadors Board of Governors; and the Junior League of Chicago. Ms. Redd has received a Pennsylvania Rising Star by Pennsylvania Super Lawyers Magazine, a Rising Star Award from the Chicago Bar Association, and ABA Service to the Bar Award and ABA Service to the Community Award both from Allegheny County Bar Association.

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Speaker bio
Jovanna S Bailey

Jovanna S. Bailey

Leech Tishman
Jovanna Bailey

is an attorney at Leech Tishman. She focuses her practice on various aspects of estate planning and administration, including trust management, succession planning, asset protection, and tax planning related to federal income, estate, gift, and generation-skipping transfer taxes. With experience in estate planning and administration, Ms. Bailey handles a wide range of tasks such as drafting simple and complex wills, establishing powers of attorney, crafting living wills, and creating both revocable and irrevocable trusts. She earned her B.A. degree from University of Central Florida, her J.D. degree from the University of Florida Levin College of Law and her LL.M. degree in taxation from the University of Florida Levin College of Law. Ms. Bailey is a member of the Florida State Bar (member, Young Lawyers Division; member, Real Property, Probate and Trust Section; member, Tax Section) and is admitted to practice law in Florida.

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