Key Elements of Accounting for Estate Planning Lawyers
3 CLE (NLS) - On Demand Seminar
____________________________________
Overview:
The focus of this program is to help you grasp the essential accounting concepts crucial for estate planning.
Subjects to be addressed include:
Introduction to Estate and Trust Income Tax Reporting
Basis Considerations and Income Tax Planning in Estate Planning
Generation Skipping and Transfer Tax – Planning and Reporting
The end goal being to equip you with the tools to effectively navigate and manage the financial intricacies of estate planning. Join Shawn Scott and Stephen Schnelker for this half-day session!
____________________________________
Faculty:
Shawn M. Scott
Scott Legal Group LLC, Indianapolis
As founding partner, Shawn Scott concentrates her practice in the areas of estate planning, probate and trust administration, and business formation and counsel.
Stephen D. Schnelker
KSM, Indianapolis
Stephen is a director in Katz, Sapper & Miller’s Tax Services Group. Utilizing his strong background in analytical research, Stephen guides his high-net-worth clients through a wide variety of tax and financial planning issues, including the strategic use of trusts and estate planning, to help them devise strategies to preserve their wealth for the long term.
____________________________________
Key Elements of Accounting for Estate Planning Lawyers
3 CLE (NLS) - On Demand Seminar
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE
Comments