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Post Mortem Planning-It’s Not Too Late to Plan: A Review of Income, Gift and Estate Tax Planning Issues and Strategies

Date: Monday, May 2, 2016
Time: 5:00pm - 7:30pm
Location: Phoenix Country Club
Speaker: Stephen R. Akers

Post Mortem Planning-It’s Not Too Late to Plan: A Review of Income, Gift and Estate Tax Planning Issues and Strategies

Many income tax traps and opportunities arise.  Income tax issues include the decedent’s final income tax return, various elections for the fiduciary income tax return; and various funding issues.  Gift and estate tax issues are also explored, including valuation, marital deduction planning, alternatives for paying the estate tax, and disclaimer planning

Steve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Senior Fiduciary Counsel for the Southwest Region and is in the Estate Planning Department.    

Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law. He is a Fellow of the American College of Trust and Estate Counsel, and has previously served as a member of the Executive Committee, Regent, Long Range Planning Committee, Chair of the Business Planning Committee, and Editor of the ACTEC Law Journal.

Mr. Akers has received the Distinguished Accredited Estate Planner Award from the National Association of Estate Planning Councils, the Distinguished Probate Lawyer Lifetime Achievement Award from the State Bar of Texas Real Estate, Probate and Trust Law Section, and the Lifetime Achievement Award from the Dallas Bar Association Probate, Trusts & Estates Section.

Read more of Mr. Akers bio here.

Additional meeting information:

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Last minute cancellations: If you find you cannot attend, an e-mail to info@CAEPC.org gives us an idea of how many extra seats we may have for those arriving "at the door."

We love substitutes! If you can't attend, maybe someone else in your firm or practice would like to attend in your stead? As always, you can register your substitutes on-line, or send us a quick e-mail to info@CAEPC.org.

Menu: PCC lightly tossed Caesar salad, oven roasted pesto tomato crostini, light croutons; brulee, roasted, fanned and sliced NY strip steak paired with breast of chicken, ragout of sweet garlic and woodland mushrooms, apple wood-smoked bacon, olives with rosemary; red skinned mashed potatoes; broccoli polonaise; rolls and butter; German chocolate cake with vanilla creme anglaise and whipped cream

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