The History and the State of Estate, Gift, and GST Taxes
How to Calculate Estate Tax Liability
Types of Estate Plans
Trusts for Children
When to Use a Revocable Trust
How the SECURE ACT Has Changed the Estate Planning Landscape
Trust Income Tax
Speaker:
Jovana Popovich is a shareholder with the firm of Fizer Beck Webster Bentley & Scroggins. Jovana assists clients in designing and implementing simple to complex estate plans, including the drafting of simple and complex Wills and Trust agreements, as well as drafting, implementation, and reporting of sophisticated estate planning documents and techniques. With respect to estate administration, Jovana assists client with the administration of both taxable and non-taxable estates, including the funding of testamentary trusts. Jovana also assists clients with the preparation and review of Gift Tax Returns and Estate Tax Returns, allocations and elections associated with the Generation-Skipping Transfer Tax and analysis of matters pertaining to Estate, Gift, and GST Taxes. More information may be found on her firm's website.
ACCREDITATION INFORMATION
This course is approved for CLE credit by the STATE BAR OF TEXAS (MCLE Provider #8238). Please check with your State Bar regarding specific accreditation requirements.
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