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Presenter: Charles B. Hadad and 2 more

Seminar Date:

Seminar Location: Online

Register Now * Coordinator Registration Not Available.

Agenda:

Monday, October 26, 2020

9:30 am - 5:00 pm CDT (including a 30-minute break)

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
Basics of estate and gift  tax planning
The basics of asset transfers at death
Recognizing ethics issues in estate planning

Gifting Basics

Basics of the federal gift tax system
Estate freeze techniques
Gift tax discount planning techniques

Retirement Asset Planning

Minimum distribution rules
Common estate planning strategies
Fixing less-than-perfect bene ciary designations

Generation Skipping Transfer Tax (GSTT) Planning

Defining terms and assigning generations
Inclusion ratio
Taxable transfers and exemptions
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
Valuing business and partnership interests
Using family limited partnerships

Trustee Selection and Asset Protection Planning

The role of the trustee
Integrating asset protection with estate planning
Factors for trustee selection

Ethical Considerations in Estate Planning

Webinar Instructions

Each webinar session earns continuing education credit and can be registered for individually. All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.


Certificates of completion will be provided for each webinar attended and will be sent via email in PDF form about five business days after the conclusion of the series.


Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements: 
Windows 7 - 10 or Mac OSX Mavericks (10.9) - macOS Catalina (10.15)


Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled


Internet connection:
 Minimum of 1Mbps       Hardware: 2GB RAM or more


For more information, visit the Support section at www.gotowebinar.com

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Attorneys
  • Certified Financial Planners

Accountants:
8.0 CPE Hours


Certified Financial Planners:
8.0 CE Hours (Estate Planning)


California, Arizona, New Hampshire, and Vermont Attorneys:
7.0 CLE Hours

New York Attorneys:
8.0 CLE Hours


Continuing Education Credits:
Accountants: 8.0 CPE Hours Texas Accountants: 8.0 CPE Hours Certified Financial Planners: 8.0 CE Hours (Estate Planning) California, Arizona, New Hampshire, and Vermont Attorneys: 7.0 CLE Hours New York Attorneys: 8.0 CLE Hours

Speakers:

Charles B. Hadad

The Lynch Law Group, Cranberry Township
Mr. Hadad is a partner with The Lynch Law Group, LLC, in Cranberry Township. He is chair of the firm’s Estates and Trusts Group and concentrates his practice in the areas of corporate and business planning, estate administration, probate, estate planning, trust administration and real estate transactions. He has broad experience advising clients in estate planning and estate administration, including preparing decedent final personal income tax returns, federal estate tax returns, Pennsylvania inheritance tax returns, federal gift tax returns, and fiduciary income tax returns for estates and trusts. Mr. Hadad also is an experienced litigator for Orphans’ Court. He has successfully represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty in the course of estate and trust administration. He has a Bachelor of Arts degree in History and Business Administration from the University of Pittsburgh. He earned his J.D. degree with honors from the Thomas M. Cooley Law School in Lansing, Michigan. Mr. Hadad is a member of the Pennsylvania and Allegheny County Bar Associations. He is also on the Allegheny County Bar Association Probate and Trust Section Council and the Pittsburgh Estate Planning Council.

C. Page Hamrick, BSBA, JD, CPA, MBA

C. Page Hamrick, BSBA, JD, CPA, MBA, practices in Charleston, West Virginia, concentrating in business, tax, domestic relations and probate and estate law. He is admitted and has practiced before all local, state and federal courts, United States Tax Court and the Supreme Court of the United States. Mr. Hamrick is a frequent writer and seminar speaker on divorce and business topics. He taught University level courses in statistics and taxation at Marshall University and he taught accounting at WVCOGS. He served as family law master, counsel to the West Virginia Legislature, assistant attorney general, and hearing officer for numerous State agencies. Mr. Hamrick has testified as an expert witness in matters involving financial analysis, federal and state taxes, divorce financial issues, qualified domestic relations order issues, business and pension valuations, accounting and real estate.

Heather C. Stumpf

Clark Hill, PLC, Pittsburgh
Ms. Stumpf is a senior attorney in Clark Hill’s Personal Legal Services Practice Group. She focuses her practice on estate and trust planning and administration, probate and tax-exempt organizations. She advises her clients on the various complexities of estate and trust documents, including special and supplemental needs trust provisions, planned giving, tax planning implications and the division of assets. Her experience also includes obtaining tax-exempt status for nonprofit organizations, forming private foundations and preparing prenuptial agreements. Ms. Stumpf utilizes her experience acting as a corporate fiduciary to support individuals and families with retirement planning and multi-generational wealth transfer.

Tuition Costs:

Standard Tuition: $299.00
Online Tuition (pre-registration): $299.00
Group Prices
3 or more people each: $199.00

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