Upcoming Trusts & Estates Events at the BBA – May 2022

By: Bryce Helfer, Nixon Peabody and Rebecca Tunney, Goulston & Storrs, Communications Committee, Trusts and Estates Section

Upcoming Trusts & Estates Section Programs at the BBA this month: 

Planning With Nongrantor Trusts. Monday, May 16, 2022, 12:00 PM to 2:00 PM. Industry expert and ACTEC Fellow Jere Doyle will walk attendees through the basics of nongrantor trusts, which are anything but basic.  Discussion will cover federal and state income tax considerations, planning for qualified small business stock, special deductions available to trusts, charitable deductions, capital gains and DNI, bequests, expenses and other rules unique to nongrantor trusts.