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Presenter: Matthew A. Bovino and 3 more

Seminar Date:

Seminar Location: White Plains, NY

Crowne Plaza White Plains
66 Hale Avenue
White Plains, NY 10601
Phone: 914-682-0050

Register Now * Coordinator Registration Not Available.

Agenda:

This seminar was originally to take place on May 19.
Hotel and credit information is subject to change.



Registration:                        8:00 - 8:30 am

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

Lunch (On your own):         12:20 - 1:40 pm

Afternoon Session:             1:40 - 5:00 pm


Tax Law and Its Impact on Planning

   Overview of income tax, estate tax and gift tax planning considerations
   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
  • Enrolled Agents
  • Registered Tax Return Preparers

Accountants
     8.0 CPE Hours

Attorneys
     8.0 New York CLE Hours
     8.0 New Jersey CLE Hours
     6.5 Connecticut CLE Hours

IRS Enrolled Agents &
Tax Return Preparers
     8.0 CE Hours

Certified Financial Planners
     8.0 CE Hours


Continuing Education Credit Information

This seminar is open to the public. It offers 8.0 intermediate level CPE hours in the area of taxation to CPAs. Prior knowledge estate planning and taxes is beneficial, and no advance preparation for this course is required. Courses taken from NASBA-registered CPE providers are accepted by the NYSED.

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.

HalfMoon Education Inc. is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This traditional format course offers 8.0 CLE hours, consisting 8.0 Areas of Professional Practice hours, which are appropriate for experienced attorneys.

HalfMoon Education Inc. is a New Jersey CLE Service Provider (No. 164), and this course offers 8.0 CLE hours to New Jersey attorneys. It offers 6.5 CLE hours to Connecticut attorneys.

This program qualifies for 8.0 hours of continuing education credit for enrolled agents and tax return preparers under Treasury Department Circular #230 Section 10.6(g).Course No. NHXDT-T-00073-20-O

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.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers:

Matthew A. Bovino

Partner in Davidson, Dawson & Clark LLP, in New Canaan, CT

Matthew A. Bovino, a partner in the firm’s New Canaan office since 2003, is admitted to practice in Connecticut and Massachusetts. He received his B.A. degree in Communications, magna cum laude, from Fordham University in 1984, and his J.D. degree from the New York University School of Law in 1987. Mr. Bovino lectures widely on estate planning and related topics, both to the general public and to tax and financial planning professionals, and he is a past president of the Estate Planning Council of Lower Fairfield County. While he was initially drawn to trusts and estates by the intellectual challenge of tax law, Mr. Bovino finds counseling clients on how best to protect their families the most rewarding aspect of his practice.

Beth Ann Brunalli

Davidson, Dawson & Clark LLP, New Canaan, CT

Ms. Brunalli is a partner in the New Canaan, Connecticut office of Davidson Dawson & Clark LLP where she enjoys counseling clients on the technical and practical aspects of estate planning, estate and trust administration, and tax planning. Ms. Brunalli graduated magna cum laude from the University of Notre Dame with a B.A. degree in 2001 and remains an enthusiastic Notre Dame football fan. She earned her J.D. degree from the University of Connecticut School of Law, with a Certificate in Tax Studies, in 2007. She was admitted to practice in Connecticut in 2007 and is a member of the Executive Committee of the Estate and Probate Section of the Connecticut Bar Association.

Michael T. Clear

Wiggin and Dana LLP, in Greenwich, CT

Mr. Clear is the chair of the firm’s Private Client Services Department. Mr. Clear focuses his practice on estate planning, estate and trust administration, probate litigation and business succession planning. Mr. Clear guides fiduciaries and beneficiaries through estate settlement and trust administration matters. He also assists business owners with succession planning by presenting to family groups on business/estate planning matters and by preparing business entities, shareholders’ agreements, buy-sell agreements, and grantor-retained annuities and trusts. He also facilitates the sales/purchases of business assets. Mr. Clear is a co-chair of the Probate and Estates Section of the Fairfield County Bar Association and the president of the Fairfield County Chapter of the Exit Planning Exchange (CT XPX). He received his J.D. degree, magna cum laude, from the Quinnipiac University School of Law, where he served as the Executive Managing Editor of the Quinnipiac Probate Law Journal.

Daniel L. Daniels

Partner, Wiggin and Dana LLP, in Greenwich, CT

For three decades, Mr. Daniels has dedicated himself to counseling families in preserving wealth from generation to generation. His clients include affluent individuals, family offices, business owners, C-suite executives and private equity and hedge fund founders. He assists them in estate and business planning, trust and estate administration, probate litigation, and more. Mr. Daniels has been named by Worth magazine as one of the top 100 trust lawyers in the United States. He is one of six trust and estate lawyers in Connecticut ranked in Band 1 by the international ranking service Chambers and Partners. Mr. Daniels is a fellow of the American College of Trust and Estate Counsel and is listed in The Best Lawyers in America. Best Lawyers has also named him its Lawyer of the Year for the Stamford area in the category of trusts and estates. He is especially interested in family businesses, having grown up in one. Mr. Daniels is a prolific author on trust and estate strategies and has served as special counsel in large litigations where divorce claims threaten trusts. He received his J.D. degree cum laude from Harvard Law School and his A.B. degree summa cum laude from Dartmouth.

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.