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Presenter: Rick Todd

Seminar Date:

Seminar Location: Columbia, MD

Sheraton Columbia Town Center Hotel
10207 Wincopin Circle
Columbia, MD 21044
Phone: 410-730-3900

This seminar is closed or full.

Agenda:

Registration:                        8:00 - 8:30 am

Morning Session:                8:30 am - 12:20 pm

Lunch (On your own):         12:20 - 1:20 pm

Afternoon Session:             1:30 - 4:40 pm


Federal Tax Law and Its Impact on Planning

   Overview of new tax legislation

   Portability of exemptions between spouses


Fundamentals of Estate Planning

   The basics of planning for incapacity

   The basics of asset transfers at death

   Basics of estate and gift tax planning

   Recognizing ethics issues in estate planning


Gifting Basics

   Basics of the federal gift tax system

   Gift tax discount planning techniques

   Estate freeze techniques


Retirement Asset Planning

   Minimum distribution rules

   Fixing less-than-perfect beneficiary designations

   Common estate planning strategies


Generation Skipping Transfer Tax (GSTT) Planning

   Defining terms and assigning generations

   Taxable transfers and exemptions

   Inclusion ratio

   Application of GSTT to trusts


Charitable Planning

   Charitable tax planning vehicles


Advanced Gifting Strategies and Testamentary Planning

   Advanced trusts, annuities and other instruments

   Testamentary tax planning for married couples

   Advanced generation-skipping and estate tax reduction planning


Business Succession Planning

   Using buy-sell agreements

   Using family limited partnerships

   Valuing business and partnership interests


Trustee Selection and Asset Protection Planning

   The role of the trustee

   Factors for trustee selection

   Integrating asset protection with estate planning


Ethical Considerations in Estate Planning

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Attorneys
  • Certified Financial Planners

Accountants
     8.0 CPE Hours

Attorneys
     Maryland Non-Credit CLE
     6.5 Delaware CLE Hours
     6.5 New Jersey CLE Hours
     8.0 New York CLE Hours (1.0 Ethics)
     6.5 Pennsylvania CLE Hours (1.0 Ethics)
     6.5 Virginia CLE Hours (1.0 Ethics)

Certified Financial Planners
     8.0 CE Hours


Continuing Education Credit Information

This seminar offers 8.0 intermediate level CPE credit hours to accountants in the subject area of taxes. A basic knowledge of taxes and estate planning are recommended, and no advance preparation is recommended.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor No. 103015). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Complaints can also be directed to Doug Chapman at doug@halfmoonseminars.org.

This course offers a non-mandatory CLE opportunity to Maryland attorneys and has been approved for 6.5 CLE hours for Delaware attorneys. The Pennsylvania CLE Board has approved this program for a total of 6.5 credit hours, which includes 1.0 hour of ethics for attorneys. The Virginia MCLE Department has approved this event for 6.5 credit hours, which includes 1.0 credit hour for ethics.

HalfMoon Education Inc. is a New Jersey CLE Service Provider (No. 164), and this course offers 8.0 CLE hours to New Jersey attorneys.

HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE. This traditional format course offers 8.0 CLE hours, consisting of 7.0 Areas of Professional Practice hours and 1.0 ethics hour suitable for new and experienced attorneys.

HalfMoon Education is a CFP Board-Registered continuing education Sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.

Speakers:

Rick Todd

Attorney at the Law Offices of Rick Todd, Columbia, MD
Mr. Todd is an attorney who practices primarily estate planning across Maryland and in Washington D.C. He practices out of offices in Columbia and Chevy Chase. Mr. Todd is a graduate of Loyola Law School in Los Angeles. He also practices some real estate law and mediation. Mr. Todd has a background in international finance and investing having worked overseas in London, Dubai and Bahrain.

Tuition Costs:

Standard Tuition: $299.00
Online Tuition (pre-registration): $299.00
Group Prices
3 or more People: $279.00

Each registration includes one copy of a manual prepared by the seminar speakers.