This webinar is part of Tax Practice Pro's month of Trusts and Estates!

We have 12 exciting webinars offering a total of 20 IRS & 20 NASBA CPE credits throughout the month. Use the link below to see our full line-up and new special punch pass pricing.

https://www.bigmarker.com/series/trusts-and-estates-season-pa/series_summit

A somewhat deeper dive into trust features, especially future interests and Crummey powers. We also return to the gift tax to discuss the annual exclusion in light of clearer knowledge of trusts.

1 IRS & 1 NASBA CPE CREDIT

"Our best deal is always to become a monthly subscriber."
https://hi.switchy.io/CPG8

Self-Study recording not available for NASBA CPE credit.
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Donna Byrne is an attorney, Enrolled Agent, NTPI Fellow, and Oregon Licensed Tax Consultant. She first encountered tax issues in a course on forest economics at Oregon State University where she was a teen-aged forestry major. A few educational twists and turns brought her to Temple Law School in Philadelphia, where she discovered tax law for real. She joined the tax section of a large Philadelphia law firm, Morgan Lewis, but was quickly drafted to become an adjunct law professor, which resulted in a 23-year full-time teaching career.
She now holds the title of Emerita Professor of Law at Mitchell Hamline School of Law in St. Paul, MN, where she was a full-time law professor for a long time. (Emerita means they still liked her when she left.) Although originally hired to teach tax courses, she also taught Property, Estates and Trusts, and Food Law. She began preparing returns as a volunteer way back before computers.
Today, Donna owns Ash Creek Tax & Legal Services LLC in Monmouth, Oregon, where she has provided tax preparation, estate planning, and taxpayer representation since 2016. She can be reached at donna.byrne@ashcreektax.com.
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