The Rocky Mountain Fellows Institute offers a dynamic educational experience through two intensive three-day sessions designed to deepen your expertise in trust and estate law.
Each session features nationally recognized speakers, interactive learning, and valuable networking opportunities. Attendance at all sessions in their entirety is required to graduate from the program.
Panel: Don't Undermine Your 709
This course during the Rocky Mountain Fellows Institute will review the most common mistakes we see on gift tax returns and offer practice tips for how to avoid making errors.
Speakers:
- Beth Shapiro Kaufman, Partner; National Chair, Private Client Services, Chair, Trusts & Estates, Lowenstein Sandler LLP
Time: 8:30-9:30 a.m. MT
Panel: Generation - Skipping Transfer Tax Planning
Planning to reduce or eliminate the imposition of the GST tax is critical for any estate planning client. Even the best plans are only useful when the GST exemption is properly and effectively allocated on the Form 709 – a form not well adapted for GST reporting, particularly in the context of gifts to trusts. An error on one year’s return can lead to a cascading effect in future years, culminating in incorrect estate tax returns. Utilizing a hypothetical scenario, this program examines the mechanics of properly allocating the GST exemption and how to avoid common allocation errors.
Speakers:
- Beth Shapiro Kaufman, Partner; National Chair, Private Client Services, Chair, Trusts & Estates, Lowenstein Sandler LLP
Time: 10:45 a.m.-12 p.m. MT
Location: Hyatt Regency Denver at Colorado Convention Center, 650 15th St, Denver, CO 80202
*Registration is limited to The American College of Trust and Estate Counsel members.
