Estate Planning, Probate & Trust Law Section Meeting & CLE

Estate Planning, Probate & Trust Law Section Meeting & CLE
Join the Estate Planning, Probate & Trust Law Section for their January meeting and CLE presentation.

Enjoy lunch with your fellow Estate Planning practitioners and then pick up an hour of CLE.

Topic:

Fiduciary Income Tax Considerations

Topics include:
Simple vs. Complex trusts (“complex/300” trusts)
Partnership/Flow-through entities held by trusts, income trapping issues presented by these holdings
Passive vs. Active participation in businesses/flow through entities
Misconceptions around 65-day distributions

Presenter:

Jessica L. Tepus, CPA, MTax
Manager, Bober Markey Fedorovich

Agenda:

12:00 p.m.  Registration & Lunch
12:30 p.m.  1.0 hour CLE Presentation

Pricing for CLE & Lunch:

$35 Estate Planning, Probate & Trust Law Section Members
$40 Non-Section Members

Lunch only and CLE only options available
CLE Passport members should download the registration form or call to register.







Once you register, use our "add to calendar" feature below to update your calendar!

2018-01-15 12:00:00 2018-01-15 13:30:00 America/Detroit Estate Planning, Probate & Trust Law Section Lunch CLE Registration begins at noon Cleveland Metropolitan Bar Association, 1375 E. 9th Street, Floor 2, Cleveland, OH 44114 CMBA cle@clemetrobar.org
When
1/16/2018 12:00 PM - 1/16/2018 1:30 PM
Where
CMBA Conference Center
1375 East 9th Street
Second Level - One Cleveland Center
Cleveland, OH 44114 United States

Program


Tuesday, 16 January 2018

 
Time
12:00 PM - 1:30 PM
1/16/2018 12:00 PM
Time
12:00 PM - 1:30 PM
1/16/2018 12:00 PM
Time
12:30 PM - 1:30 PM
1/16/2018 12:30 PM

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