Estate, Gift & Generation-Skipping Transfer Tax: BasicsPlus!® provides an in-depth look at estate and gift taxes, generation-skipping transfer taxes, and the federal income tax. This intensive program gives you the essential knowledge and understanding that you need to develop your core estate taxation skills and avoid common mistakes. You get direct, focused exposure to the experts in a dialogue that delves into the complex issues estate planners must navigate.
Course Content
Day One: September 21, 2021Day Pitney LLP, BostonDay Pitney LLP, BostonDay Two: September 22, 2021Day Pitney LLP, BostonDay Three: September 23, 2021Day Pitney LLP, Boston
9:00 - 9:45 am
9:45 - 10:50 am
10:50 - 11:05 am
11:05 - 11:56 am
11:56 am - 12:25 pm
9:00 - 9:56 am
9:56 - 10:53 am
10:53 - 11:05 am
11:05 - 11:57 am
11:57 - 12:43 pm
9:00 - 10:10 am
10:10 - 11:13 am
11:13 - 11:30 am
11:30 - 12:27 pm
12:27 - 12:55 pm
Please Note
Speakers
CochairsKelly A. Aylward, Esq.,
Goulston & Storrs, PC, Boston
Joshua S. Miller, Esq.,
Acadia Management Company, Inc., Boston
Faculty
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Kevin M. Ellis, Esq.,
Hemenway & Barnes LLP, Boston
Amy R. Lonergan, Esq.,
Day Pitney LLP, Boston
Catherine Olender Neijstrom, Esq.,
Gilmore, Rees & Carlson, PC, Wellesley
Todd Povlich, CFA, ASA,
Managment Planning, Inc., New York
Amy Schnitzer, Esq.,
Bessemer Trust, Boston
Christopher A. Voukides, Esq.,
Day Pitney LLP, Boston
Amiel Z. Weinstock, Esq.,
AZW Law, PC, Brookline
