Advanced Trusts & Estates Conference
Join today's leading national and international tax authorities during a series of in-depth sessions on state and local taxation, partnerships taxation, trusts and estates, subchapter S, like-kind exchanges, and international taxation.

The Advanced Trusts and Estates Conference moves beyond the basics of the taxation of trusts and estates and planning to more sophisticated planning opportunities, issues, techniques and pitfalls such as:

• Important aspects of US international tax and reporting obligations
• Overview of Qualified Opportunity Zones and Qualified Opportunity Funds planning
• Factors and issues involved in client expatriation
• State income taxation of trusts and planning techniques
• Impact of recent tax reform on advanced planning for real estate
• Use of decanting and related tax, fiduciary and planning issues
• Lifetime planning techniques to defer gain on a current sale of assets
• Important areas of focus and practice pointers in connection with preparation of the estate’s Form 706
• Increased knowledge of the law and issues surrounding Section 9100 relief
• Planning issues and opportunities in connection with Section 2701
• Practical, financial and income tax concerns in business succession planning