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Cannon Teleconference: Income Tax Considerations in Estate Planning and Estate and Trust Administration

  • Berkshire Bank 25 Main Street Lenox, MA USA (map)

This Cannon Teleconference is a brown-bag event sponsored by Salisbury Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm.  The topic is Income Tax Considerations in Estate Planning. 

The current tax environment requires particular focus on income tax issues that arise in drafting and planning as well as in trust and estate administration. Specifically, avoiding compressed tax brackets and facilitating basis step-up is often critically important. We should regularly consider the following in our practices:

  • Benefits and detriments of grantor versus nongrantor trusts

  • Options to achieve basis step-up

  • Minimizing trust-level income taxes

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

Location Berkshire Bank, 25 Main Street, Lenox, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Please pay $15 in advance via PayPal (click here)