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Tax Law


IRREVOCABLE TRUSTS: WHO IS THE TAXPAYER?

Kyle G. Durante | Blank Rome LLP

Kyle G. Durante concentrates his practice on providing sophisticated counsel to
high net-worth individuals and families in trust and estate matters to create
tax-efficient wealth transfer strategies through estate, tax, business
succession, and asset protection planning.

Re-Broadcast: September 12, 2023

2 - 3:40 PM EST    1 - 2:40 PM CST    12 - 1:40 PM MST    11 AM - 12:40 PM PST  

$195.00 1.5 HOUR CLE

Register for this Program

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 * Program Summary
 * Speakers
 * Agenda


PROGRAM SUMMARY

This CLE will provide an in-depth analysis of federal income taxation of
irrevocable trusts, including, but not limited to, whether a trust is a separate
independent taxpayer or a disregarded entity, what causes a trust to be a
separate independent taxpayer and what are the implications of such
classifications. This program will also discuss certain estate planning
strategies that can be deployed depending on how the trust is structured for
income tax purposes, as well as provide an overview of the federal income tax
ramifications of establishing foreign trusts.

Key topics to be discussed:

 * The Primary Classifications of Irrevocable Trusts for Income Tax Purposes –
   Grantor Trusts vs. Non-Grantor Trusts
 * What Causes a Trust to be a Grantor Trust
 * Estate Planning Strategies
 * Overview of Sub-Classifications – Domestic Trusts vs. Foreign Trusts

Date / Time: September 12, 2023

 * 2:00 pm – 3:40 pm Eastern
 * 1:00 pm – 2:40 pm Central
 * 12:00 pm – 1:40 pm Mountain
 * 11:00 am – 12:40 pm Pacific

Closed-captioning available


SPEAKERS

Kyle G. Durante | Blank Rome LLP

Kyle G. Durante concentrates his practice on providing sophisticated counsel to
high net-worth individuals and families in trust and estate matters to create
tax-efficient wealth transfer strategies through estate, tax, business
succession, and asset protection planning.

Kyle has notable experience counseling clients on exemption capture planning,
drafting estate planning documents, assisting with the preparation of gift tax,
estate tax, and fiduciary income tax returns, assisting individuals with the
establishment and maintenance of tax-exempt organizations, foundations, and
trusts, as well as conducting extensive research on income, estate,
generation-skipping transfer, and capital gains taxation.

Kyle is also experienced at managing contested and uncontested estate and trust
administration matters within the court systems, including probate,
administration, accounting, and miscellaneous proceedings. He regularly
represents clients in matters before the New York Surrogate’s Court, including
fiduciary succession applications, trust termination proceedings, will contests,
construction proceedings, accountings, declaration of death proceedings, and
other fiduciary-based litigation.

During law school, Kyle served as the managing editor of the Touro Law Review.

Admissions

 * Connecticut
 * New York
 * U.S. District Court – Eastern District of New York
 * U.S. District Court – Southern District of New York

Education

 * University of Buffalo, State University of New York, BA
 * Erie Community College, AS
 * Touro College Jacob D. Fuchsberg Law Center, JD, summa cum laude


AGENDA

I. The Primary Classifications of Irrevocable Trusts for Income Tax Purposes –
Grantor Trusts vs. Non-Grantor Trusts | 2:00pm – 2:20pm

II. What Causes a Trust to be a Grantor Trust | 2:20pm – 2:40pm

III. Estate Planning Strategies | 2:40pm – 3:00pm

Break | 3:00pm – 3:10pm

IV. Overview of Sub-Classifications – Domestic Trusts vs. Foreign Trusts |
3:10pm – 3:40pm


OTHER WEBINARS YOU MAY LIKE

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   Live Video Broadcast on September 18, 2023

 * Introduction to State and Local Taxation 2023 (presented by NYU School of
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   Timothy A. Gustafson, Esq | Eversheds Sutherland US
   
   Todd A. Lard, Esq | Tax Executives Institute
   
   Michael J. Semes, Esq | BakerHostetler
   
   David Yanchik, Esq | KPMG
   
   Elizabeth S. Cha, Esq | Eversheds Sutherland US
   
   Cyavash N. Ahmadi, Esq | Eversheds Sutherland US
   
   Maria M. Todorova, Esq | Eversheds Sutherland US
   
   Jeremy P. Gove, Esq | Eversheds Sutherland US
   
   Chelsea E. Marmor Esq | Eversheds Sutherland US
   
   John Ormonde, Esq | Eversheds Sutherland US
   
   Todd G. Betor, Esq | Eversheds Sutherland US
   
   Kimberly A. Krueger, Esq., CPA | PwC
   
   Valerie C. Dickerson, J.D., CPA | Deloitte Tax
   
   Leonore Heavey, Esq | Council On State Taxation
   
   Marilyn Wethekam, Esq | Council On State Taxation
   
   Andrew Jay Maschas, Esq | Comptroller of Maryland
   
   

 * Introduction to State and Local Taxation 2023 (presented by NYU School of
   Professional Studies)
   
   Jeffrey A. Friedman, Esq | Eversheds Sutherland US
   
   Lynn A. Gandhi, Esq | Foley & Lardner
   
   Eric M. Anderson, Esq | Andersen Tax
   
   Timothy A. Gustafson, Esq | Eversheds Sutherland US
   
   Todd A. Lard, Esq | Tax Executives Institute
   
   Michael J. Semes, Esq | BakerHostetler
   
   David Yanchik, Esq | KPMG
   
   Elizabeth S. Cha, Esq | Eversheds Sutherland US
   
   Cyavash N. Ahmadi, Esq | Eversheds Sutherland US
   
   Maria M. Todorova, Esq | Eversheds Sutherland US
   
   Jeremy P. Gove, Esq | Eversheds Sutherland US
   
   Chelsea E. Marmor Esq | Eversheds Sutherland US
   
   John Ormonde, Esq | Eversheds Sutherland US
   
   Todd G. Betor, Esq | Eversheds Sutherland US
   
   Kimberly A. Krueger, Esq., CPA | PwC
   
   Valerie C. Dickerson, J.D., CPA | Deloitte Tax
   
   Leonore Heavey, Esq | Council On State Taxation
   
   Marilyn Wethekam, Esq | Council On State Taxation
   
   Andrew Jay Maschas, Esq | Comptroller of Maryland
   
   

 * Advanced Trust & Estates 2023 (presented by NYU School of Professional
   Studies) (Day - 2)
   
   Brad J. Richter, Esq | Fried, Frank, Harris, Shriver & Jacobson
   
   Wendy Wolff Herbert, Esq | Fox Rothschild
   
   Melissa A. Terranova, Esq | Fox Rothschild
   
   Norman Lencz, Esq | Venable
   
   Eduardo S. Chung, Esq | Mazars USA
   
   Timothy Evans, Esq | Mazars USA
   
   Joseph P. Scorese, Esq | Sills Cummis & Gross P.C.
   
   Paulina Mejia, Esq | Fiduciary Trust Company International
   
   Sharon L. Klein | Wilmington Trust
   
   Jerome M. Hesch, Esq | Meltzer, Lippe, Goldstein & Breitstone
   
   N. Todd Angkatavanich, Esq | McDermott, Will & Emery
   
   George D. Karibjanian | Franklin Karibjanian & Law, PLLC
   
   Richard H. Greenberg, Esq., CPA | Greenberg & Shulman, Attorneys at Law
   
   Eric M. Fischer, Esq | Skadden, Arps, Slate, Meagher & Flom
   
   

 * Advanced Trust & Estates 2023 (presented by NYU School of Professional
   Studies)
   
   Brad J. Richter, Esq | Fried, Frank, Harris, Shriver & Jacobson
   
   Wendy Wolff Herbert, Esq | Fox Rothschild
   
   Melissa A. Terranova, Esq | Fox Rothschild
   
   Norman Lencz, Esq | Venable
   
   Eduardo S. Chung, Esq | Mazars USA
   
   Timothy Evans, Esq | Mazars USA
   
   Joseph P. Scorese, Esq | Sills Cummis & Gross P.C.
   
   Paulina Mejia, Esq | Fiduciary Trust Company International
   
   Sharon L. Klein | Wilmington Trust
   
   Jerome M. Hesch, Esq | Meltzer, Lippe, Goldstein & Breitstone
   
   N. Todd Angkatavanich, Esq | McDermott, Will & Emery
   
   George D. Karibjanian | Franklin Karibjanian & Law, PLLC
   
   Richard H. Greenberg, Esq., CPA | Greenberg & Shulman, Attorneys at Law
   
   Eric M. Fischer, Esq | Skadden, Arps, Slate, Meagher & Flom
   
   


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