NBI Tax Planning for Trusts and Estates

Fred Schoenbrodt will speak on three topics - Federal and State Estate Tax Update, Estate and Tax Planning Considerations and Post-Mortem Tax Planning Opportunities - at the National Business Institute (NBI) seminar, Tax Planning for Trusts and Estates.

He will discuss emerging planning opportunities in the wake of the American Taxpayer Relief Act of 2012 (ATRA). Additional topics include gift tax planning, planning for same-sex couples after Windsor, income taxation of trusts and estates and ethics in estate planning.