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Presenter: Kasey Libby and 3 more

Seminar Date:

Seminar Location: Atlanta, GA

Hyatt House/Cobb Galleria
3595 Cumberland Blvd. SE
Atlanta, GA 30339
Phone: 770-541-2960

This seminar is closed or full.


Registration:                      8:00 - 8:30 am

Morning Session:               8:30 am - 12:00 pm

Lunch (On your own):        12:00 - 1:00 pm

Afternoon Session:             1:00 - 5:00 pm

Understanding Estate, Gift, Income and Trust Taxation E. Morris

   Overview of federal estate and gift taxation
   Calculating the estate tax
   Overview of trust taxation
   Examining estate, gift and GST rates and exemptions

The Critical Role of Testamentary Trusts in the Estate Plan E. Morris

   Purposes and features of trusts, including testamentary trusts
      • Credit shelter/bypass trusts
      • Marital trusts and family trusts
   Spousal lifetime access trust
   Choosing a trustee and a situs

 Irrevocable Trusts and the Basics E. Morris

   Purposes of irrevocable trusts
   Understanding related tax issues
   Crummey powers
   Amendment/termination strategies
   Dynasty trusts

Income and Generation-Skipping Transfer Tax Basics E. Morris

   Overview of the income tax system
   Overview of GST

Using Revocable Trusts D. Scott

   Characteristics and advantages/disadvantages of revocable trusts
   Understanding related tax issues

Asset Protection Planning for Seniors and the Disabled D. Scott

   Overview of government benefit programs
   Trust options
   Planning for spouses, supplemental needs trusts

IRAs and Trusts: Sophisticated Beneficiary Choices K. Libby

   General overview
   Spousal rights and distribution rules
   Using a trust as a plan beneficiary
   Estate planning and charitable planning with qualified plans

Advanced Trust Planning S. Siedentopf

   Charitable planning
   Discount planning
   Qualified domestic trust, S corporation trusts
   Onshore-offshore asset protection and spendthrift trusts

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Attorneys
  • Certified Financial Planners
  • Enrolled Agents

     8.0 CPE Hours
Certified Financial Planners
     8.0 CE Hours
IRS Enrolled Agents & Other Tax Return Preparers
     8.0 CE Hours
     7.0 Georgia CLE Hours

Continuing Education Credit Information

This seminar is open to the public. It offers accountants 8.0 intermediate level group live CPE hours in the area of taxes. A basic understanding of trusts and federal taxation is recommended, and no advance preparation is required. The Georgia State Board of Accountancy accepts courses from sponsors 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.

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. 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. Sponsor No. 103015.

The Georgia State Bar has approved this course for 7.0 CLE hours for attorneys.

HalfMoon Education Inc. 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.

This program qualifies for 8.0 hours of continuing education credit for enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g).


Kasey Libby

Attorney at The Libby Law Firm

Mr. Libby’s practice areas are Georgia estate and trust litigation, as well as guardianship and conservatorship matters. His cases have covered a range of topics, from federal preemption of state law prenuptial agreement claims by personal representatives, to enforcement of contracts to make a will. Mr. Libby regularly helps clients with estate planning as well, including planning for qualified retirement account benefits. He obtained a bachelor of arts degree from the University of Georgia and his juris doctorate degree from Georgia State University College of Law, and he regularly attends continuing legal education courses related to Georgia trust and estate matters. Mr. Libby previously has spoken on issues related to an attorney’s role in assessing client capacity and determining the appropriateness of representation. Mr. Libby’s practice is located in midtown Atlanta and has taken him to the four corners of Georgia.

Everett Lee Morris IV

Morris Legal and Tax, LLC

Mr. Morris is the principal of Morris Legal and Tax, LLC, in Atlanta. Mr. Morris focuses his practice on estate planning, tax planning and preparation, asset protection and business formation. Prior to law school, Mr. Morris worked as a financial advisor at one of the largest financial companies in the world. He is a member of the Tax Section, and the Estate and Probate Section of the State Bar of Georgia and the Atlanta Bar Association. Mr. Morris earned his MBA degree, majoring in Personal Financial Planning, from the Georgia State University’s J. Mack Robinson College of Business, and his law degree from the Georgia State University College of Law.

Debra Scott

The Scott Practice LLC

Since the firm’s inception in November of 2000, Ms. Scott has served hundreds of clients on matters involving fiduciary litigation, estates, trusts, and business and charitable planning. She also heads the SP Consulting Division of the practice that serves the compliance needs of nonprofit clients with technical, legal and consulting services designed to help clients expand capacity and remain in compliance with Federal regulations and grant requirements.

Sarah Siedentopf

Attorney at Siedentopf Law

Ms. Siedentopf is an estate planning and probate attorney who helps individuals and families with wills, trusts, probate, and end of life planning. Her firm, Siedentopf Law, is conveniently located in the Buckhead/Brookhaven area of Atlanta, Georgia. Ms. Siedentopf is particularly passionate about helping clients navigate complicated, emotional issues and making the process as easy and stress-free as possible. Ms. Siedentopf has earned a number of awards and honors in her legal career, including most recently the Super Lawyer’s Rising Star in Estate Law (2019), Daily Report’s Best Social Mediator (2019), Atlanta Legal Aid Pro Bono Star (2018), Thompson Reuter’s Lead Counsel Rating in Estate Planning (2018), and Atlanta Attorney at Law Magazine’s Attorney to Watch.

Tuition Costs:

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

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