Wednesday, January 25, 2006
The three-day USC Tax Institute concludes today at the Wilshire Grand Hotel Los Angeles, 930 Wilshire Boulevard, Los Angeles, CA. Here are the Tax Profs making presentations:
- 9:00 a.m.: Jeffrey N. Pennell (Emory): Current Developments in Estate Planning:
Learn about up-to-the-minute legislative, administrative, and judicial developments in estate planning from one of the country’s leading experts - and one of our perennially most highly rated speakers.
- 12:30 p.m.: Joseph Bankman (Stanford): Luncheon and Keynote Address:
Hear the thoughts of noted academic Joseph Bankman, on current and future tax developments. Professor Bankman is perennially one of our most popular speaker.
- 4:15 p.m. : Christopher R. Hoyt (Missouri-Kansas City): Funding Trusts in the Crossfire of Conflicting Estate Tax, Income Tax and ERISA Laws:
Funding trusts with retirement assets requires an estate planner to integrate three distinct sets of laws: income tax laws, estate tax laws, and ERISA mandatory distribution laws. This program will examine how these laws interact to create special problems, especially for sub-trusts, bypass trusts, and QTIP trusts, and will explore solutions to these problems.