Our panel will discuss various trust planning and drafting techniques. Many different types of trusts will be discussed, compared and contrasted. We will pay particular attention to current opportunities, partnership and S Corporation provisions, special business, creative advantages of grantor trusts, and traps to avoid. We will also discuss proposed legislation and possible changes. Key…
Michael J. Bryan, CPA · Robert M. Porcelli, Esq. · David J. Shipley, Esq. · Nicole M. Wooten, Esq. · Michael J. Hilkin, Esq. · Dana Lance, CPA · Eric M. Anderson, Esq. · Michael J. Semes, Esq. · Ali R. Vahdat, Esq. · Bruce J. Fort, Esq. · Alysse McLoughlin, Esq. · Jeffrey A. Friedman, Esq. · Richard D. Pomp, Esq. · Lindsay LaCava, Esq. · Aliza L. Sherman, Esq. · Chris Barber, Esq. · Dale Y. Kim, CPA · Kelvin M. Lawrence, Esq. · Ted W. Friedman, Esq. · Jack Trachtenberg, Esq. · Richard C. Call, Esq. · Harley T. Duncan · Brian L. Oliner, Esq. · Justin Pierce Berutich, Esq. · Tov Haueisen, Esq. · Jenny Wong, Esq. · Jackie C. Orea · Jennifer S. White, Esq. · Kimberley A. Wick, CPA · Amanda Hiller, Esq. · Marita R. Sciarrotta, MPA · John Biello, MPA · Stephanie Anne Lipinski Galland, Esq · Burnet R. Maybank III, Esq. · Sharon R. Paxton, Esq. · Leah Robinson, Esq. · Jorge Rodriguez, Esq. · Timothy G. Schally, Esq. · Mark F. Sommer, Esq. · Josh Veith, Esq. · Geoffrey Way, Esq. · Masha M. Yevzelman, Esq. · Jaye A. Calhoun, Esq. · Karl A. Frieden, Esq. · Michael Garcia
Trenton
Sara V. Spodick, Esq · Philip J. Wilson, CPA · Damon Rowe, Esq · Barbara T. Kaplan, Esq · Lisa Perkins, Esq · Walter Pagano, CPA, CFE · Michael A. Villa, Jr., Esq · Guinevere M. Moore, Esq · Hon. Victor Bolden · Frank Agostino, Esq · Robert Day, Esq · Anastasia King, Esq., Asst. United States Attorney · Jeff M. Sklarz, Esq · Chief James Lee · Margaret Romaniello · Megan Brackney, Esq · Daniel Mayo, Esq · Michelle F. Schwerin, CPA, JD · Paul S. Hamann, President · Sara G. Neill, Esq · John Heller, CPA, CFF · Michelle Ferreira, Esq · Aaron Esman · Kathy Enstrom · Karen Hawkins, Esq. Attorney-at-Law · Zhanna A. Ziering, Esq · Amalia Colbert, SB/SE Commissioner · Hale E. Sheppard, Esq · Patrick Deane, CPA · Amanda Evans, EA · Caren Zhan, EA · Beverly L. Winsted, Esq · Sanessa S. Griffiths, Esq · Eric L. Green
Quinnipiac University Law School
John P. Gimigliano, Esq. · Sara G. Neill, Esq. · Daniel N. Price, Esq. · Mary B. Hevener, Esq. · Rosina B. Barker, Esq. · AnnaLou Tirol, Esq. · Michael Karlin, Esq. · Thomas Giordano-Lascari, Esq. · Joshua Odintz, Esq. · William B. Sherman, Esq. · Sam K. Kaywood, Esq. · Lori Hellkamp, Esq. · Samuel T. Greenberg, Esq. · Andrew T. Davis Esq. · Karen Gilbreath Sowell, Esq. · Jodi J. Schwartz, Esq. · Lulu Ma, Esq. · Pamela Lawrence Endreny, Esq. · Pardis Zomorodi, Esq. · Devon M. Bodah, Esq. · Amie Colwell Breslow, Esq. · Alexander Lee, Esq. · Anne Kim, Esq. · Sarah Haradon, Esq. · Jason D. Dexter, Esq. · Andrea M. Whiteway, Esq. · Jeffrey G. Davis, Esq. · Robert D. Schachat, Esq. · Anne Andrews · Peter J. Genz, Esq. · Bryan A. Rimmke, Esq. · Charles Kaufman, Esq. · Steven R. Schneider, Esq. · Brian J. O'connor, Esq. · Glenn M. Johnson, Esq. · Kate Abdoo, Esq. · Larry J. Brant, Esq. · Terence Floyd Cuff, Esq. · Ronald A. Levitt, Esq. · Stephen R. Looney, Esq. · Stephen M. Breitstone, Esq. · Jerome M. Hesch, Esq. · Ellen P. Aprill, Esq. · Jerald David August, Esq. · C. Wells Hall, III, Esq. · Michel R. Stein, Esq. · Andrew M. Katzenstein, Esq. · Conrad Teitell, Esq. · Heather M. Oboda, Cpa · Abigail Rosen Earthman, Esq. · Lawrence Brody, Esq. · John W. Porter, Esq.
KPMG LLP
Elizabeth A. Prendergast
Michael Best & Friedrich LLP
Thu, November 9, 2023
1h CLE
On-Demand
Topics
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