Estate Planning Seminar on June 5th: “Income Tax Planning for Estates, Trusts & Beneficiaries”

Please join us on Wednesday, June 5, 2013 for the next Estate Planning seminar in Orlando.

Program Overview:

Income tax planning often is secondary to estate and gift tax considerations in planning involving trusts and estates.  However, the importance of income tax planning should not be underestimated because even the slightest mistake can be just as costly.  This presentation will address a variety of income tax issues that affect trusts, estates and beneficiaries, including planning with grantor and non-grantor trusts, ownership of S Corporation stock by estates and trusts, charitable income tax planning through the use of trusts, and the application of the Net Investment Income surtax (the “3.8% Medicare Tax”) to trusts and estates.  We will also discuss techniques to minimize income tax and pitfalls to avoid in trust and estate administrations.

Wednesday, June 5, 2013

11:30 a.m. – 12:00 p.m.
Registration & Lunch

12:00 p.m. – 1:15 p.m.

NEW!  Location:
Winter Park Civic Center
1050 West Morse Blvd.,
Winter Park, FL  32789

Parking is complimentary.

Kindly RSVP:
By June 3rd to
or by phone: (407) 428-5195

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