PGA Tax Seminar for Florida Professionals

February 5, 2015 at 8:00am
Fox Rothschild LLP
PGA National Resort & Spa400 Avenue of the Champions
Palm Beach Gardens, FL 33418
Planning for Couples With Estates Less Than $10 Million (70 minutes)

Presented by Joseph J. Kulunas , Fox Rothschild LLP

Significant wealth transfer opportunities—and potential pitfalls connected to federal income tax—exist due to the 2012 Taxpayer Relief Act. Topics include:

  • Use of portability versus traditional bypass trust planning
  • Preserving basis step up for income tax purposes on the death of the grantor or beneficiary
  • Minimizing application of the 3.8 percent tax on net investment income of trusts
  • Modifying existing estate planning structures for clients no longer subject to the estate tax

CPE Credits:
3.0 Credits in general tax for Florida, New Jersey and Pennsylvania

CLE Credits:
California: 3.0 General
Florida: 3.0 General Credits (pending)
New Jersey: 3.6 General Credits
New York: 3.0 PP/PM Credits (reciprocal)

Register by January 29.

Click here to register.