Please join Capell Barnett Matalon & Schoenfeld Partner Robert S. Barnett, JD, MS (Taxation), CPA for this Strafford-hosted webinar: “Advanced Trust Drafting for Income Tax Minimization: Including Capital Gains in DNI, Push-Outs, and More,” on Thursday, June 13, from 1:00–2:30 PM EDT.
WHAT YOU’LL LEARN
The panel shares insights into best practices in tax planning and trust document drafting to minimize the income tax consequences of trust income. The 90-minute session will cover the inclusion of capital gains in distributable net income (DNI) for trusts and estates, offering strategies to reduce taxes through careful structuring of trust documents, key provisions such as the treatment of capital gains under IRC 643, local and state rules, income push-out provisions, and Section 678 withdrawal powers. You will receive practical advice on drafting techniques that delineate between income and principal, prioritize distributions, and incorporate non-tax considerations for effective estate planning.
The first ten registrants attend free of charge as Capell Barnett Matalon & Schoenfeld guests. Please contact Lany at lburnett@cbmslaw.com or call 516-931-8100, ext. 328 to register.
