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BEGIN:VEVENT
DTSTART:20240416T170000Z
DTEND:20240416T180000Z
LOCATION:Luncheon at San Antonio Country Club
UID:2582620240416T170000ZIt's All Greek to Me: Explaining Tax-Driven Trust Provisions for Non-Tax Professionals
DTSTAMP:20260511T143011Z
DESCRIPTION:\n"It's All Greek to Me: Explaining Tax-Driven Trust Provisions for Non-Tax Professionals"\n \nDescription & Objective:  This presentation begins with a very brief overview of the history and sources of trust law in Texas.  It continues with an overview of the sources of tax law applicable to Texas trusts.  It then focuses in on estate and gift tax issues, covering i) the annual exclusion (8min), ii) powers of appointment, and iii) marital deduction planning.  Next, the presentation covers income tax issues, including i) IRAs, ii) s-corp stock, iii) basis adjustment, and iv) grantor trusts.  After this, the presentation generation-skipping transfer tax issues, including i) survivorship provisions, ii) resetting GST, and iii) inclusion ratios.  The presentation then covers state tax issues briefly before recapping some main takeaways.\n Prerequisites:  None Experience Level: Overview Advanced Preparation: None Teaching Method: Lecture \nCE Submission:\n CLE - 1 Hour Approved  CFP - 1 Hour Approved CPE - 1 Hour Approved CTFA - 1.25 Hours Approved \nEvent Information:  Registration will open at 11:30am - Program will begin at 12:00pm.  NOTICE:  Please arrive early as the country club is under extensive renovations and parking spaces close to the front entrance may not be available.\n
SUMMARY:It's All Greek to Me: Explaining Tax-Driven Trust Provisions for Non-Tax Professionals - San Antonio Estate Planners Council 
PRIORITY:3
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ACTION:DISPLAY
DESCRIPTION:Reminder
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