Estate Planning Nuances of Revocable Trusts After a Grantor's Death: Tax Rules, Reporting Challenges
Recording of a 90-minute CLE/CPE video webinar with Q&A
This CLE/CPE course will provide estate planning counsel with an advanced and practical guide to the tax rules, reporting challenges, and nuances of revocable trusts after a grantor's death. The panelist will discuss the characteristics of grantor trusts, revocation periods, possible tax impacts of post-mortem modifications, and the interplay with fiduciary income tax and Form 706.
Outline
- Revocable trusts after grantor's death: federal and state tax challenges
- Tax deferral elections and potential pitfalls
- Trust modification opportunities and risks
Benefits
The panelist will review these and other key topics:
- Planning with revocable trusts upon a grantor's death
- Characteristics and taxation of revocable trusts
- Tax implications of post-mortem modifications
- Available elections to minimize income tax consequences of estate income
Faculty
Cliff A. Capdevielle
Shareholder
Saltzman Mugan Dushoff
Mr. Capdevielle Capdevielle is a highly experienced probate, trust, and tax attorney with more than 30 years of... | Read More
Mr. Capdevielle Capdevielle is a highly experienced probate, trust, and tax attorney with more than 30 years of success representing trustees, beneficiaries, fiduciaries, and high-net-worth individuals in complex tax, estate, and trust, matters. Licensed in Nevada, California, and Texas, Cliff brings a unique cross-jurisdictional perspective to high-stakes disputes and sensitive family matters involving wealth transfer, inheritance, and fiduciary obligations. Before joining Saltzman Mugan Dushoff LLP, he served as Managing Attorney at Moskowitz LLP, a nationally recognized tax law firm, where he oversaw high dollar tax controversy matters. Earlier in his career, Mr. Capdevielle worked in the Tax Department at Deloitte, gaining deep experience at the intersection of tax law, finance, and business planning—expertise that now powers his sophisticated approach to estate, trust, and tax matters.
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