Trust and Estates - 2025

About This Summit

Sessions in this Summit
  • Decedent Estate and Final 1040
  • The Tax Implications of Divorce
  • Distributions from Non-grantor Trusts
  • Trusts and Form 1041
  • Halfway There: Key Tax Changes for 2025 (So Far)
  • Gifts to Trusts
  • Form 709 and Adequate Disclosures
  • Intro to Estate Tax
  • Marital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and more
  • Completing Form 706 and the Portability Path
  • Tax Administration in 2025
  • GILTI as Charged: Schedule I-1 & Form 8992
  • Split Interest Charitable Trusts and Form 5227 Compliance Matters
  • Who Pays the tax: DNI and Capital Gains for Non-grantor Trust
  • Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 Updates
  • Federal Energy Credits for Individuals & Businesses After OBBBA

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