Program Details
2025-09-26 13:00:00
Over 1,000+ webinars
Course Overview
2025-09-26 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTThis foundational session covers basis step-up fundamentals, including what qualifies for step-up treatment and the critical differences between capital gains and estate taxes. Attendees will explore how the OBBBA has shifted planning priorities, learn strategies for new clients using ING trusts and DAPTs, and discover techniques for clients with existing structures including swap powers, decanting options, and granting GPOAs while avoiding inadvertent deemed gifts.
Andrew BechelJohn Bunge 2:00 pm - 2:10 pm ESTTake a short break to refresh and connect with fellow attendees. Use this time to reflect on Session I concepts before diving into advanced topics.
Andrew BechelJohn Bunge 2:10 pm - 3:10 pm ESTThis advanced session examines the unique basis challenges presented by partnership interests, S corporation stock, and income in respect of decedent assets including installment notes and depreciable property. Attendees will learn critical distinctions for community property and foreign property basis treatment, along with essential post-mortem planning elections that can significantly impact tax basis outcomes for beneficiaries.
Andrew BechelJohn BungeAndrew Bechel is a partner in the International Wealth & Asset Planning practice group at Greenspoon Marder LLP, with significant experience aiding clients with complex estate planning matters, including international trust structures, asset protection, tax-exempt organizations, and tax planning.
John Bunge is a tax and private wealth services partner who helps clients navigate the confluence of tax planning, business succession planning and estate planning, seeking to find the most elegant solutions possible to reach their goals.
Andrew Bechel is a partner in the International Wealth & Asset Planning practice group at Greenspoon Marder LLP, with significant experience aiding clients with complex estate planning matters, including international trust structures, asset protection, tax-exempt organizations, and tax planning.
John Bunge is a tax and private wealth services partner who helps clients navigate the confluence of tax planning, business succession planning and estate planning, seeking to find the most elegant solutions possible to reach their goals.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
