Giving Income Tax Considerations in Estate Planning the Respect they Deserve - 3/21

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 
Giving Income Tax Considerations in Estate Planning the Respect They Deserve
 
Tuesday, March 21, 2023
12:00 pm – 1:00 pm
Streaming access is available

 
Summary of Teleconference:
The current tax and estate planning environment requires particular attention to income tax issues that arise in formulating an efficient and effective estate plan as well as in trust and estate administration.  Estate planning professionals need to have expertise not only in designing a plan that can minimize trust-level income taxes and achieve estate tax-free basis step-up at a trust beneficiary’s death but also in the following areas, which will be covered in this teleconference:

Speakers will address:

  • Benefits and detriments of grantor versus non-grantor trusts

  • Miscellaneous income tax-related elections

  • Costs subject to the two-percent floor under IRC § 67(e)

  • State income tax considerations

 
Register for the teleconference by sending an email to jennifer.julius@pnc.com
 
There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.    
 

Sarah Croft