Advanced Estate Planning Techniques and Tax Reporting Obligations


Jun 20,2024

PRESENTER(s): Klaralee R. Charlton

2:00 PM ET | 01:00 PM CT | 11:00 AM PT | 180 Minutes
  • Webinar Instruction will be emailed on your registered email address 3 days prior to webinar
  •  | 
  • Web Download / e-Transcript will be shared in 7 working days from the date of webinar

This program has been approved NASBA & IRS CPE Credit 3(Taxes)

While tax professionals may not be drafting estate planning documents; understanding the foundational principals that guide the estate planning process is imperative for tax professionals to robustly advocate for their clients. In this course, we will review advanced estate planning techniques including credit shelter planning, Clayton QTIP planning, GST planning, and irrevocable trust planning including ILITs, SLATs, and CRTs, and QPRTs. This course is intended for tax practitioners to gain a solid understanding of when these techniques may apply, the tax reporting obligations associated with the techniques, and opportunities to apply tax saving opportunities for clients.

Learning Objectives:

  • Describe when Form 1041, Form 709, and Form 706 should be filed in relation to the creation and funding of certain trusts.
  • Identify opportunities for a client to mitigate tax consequences and achieve estate planning goals through the use of advanced estate planning techniques.
  • Explain how and when to pursue advanced estate planning opportunities.
  • Summarize the benefits of using different advanced estate planning techniques.
  • Analyze the tax consequences related to estate planning techniques and the appropriate reporting obligations.

Session Highlights:

  • Identify the different types of estate planning techniques and when each technique may be employed to achieve the associated goals.
  • Analyze when to employ advanced estate planning techniques and the relative benefits of each depending on the client’s unique financial and family situation.
  • Understand how to report gift, estate, and income tax consequences when utilizing advanced estate planning techniques. 
  • Advise clients on how to mitigate income and gift and estate tax liability by using advanced estate planning techniques.
  • Describe the importance of analyzing all available estate planning options to achieve the client’s goals.

Credits and Other information:

  • Recommended CPE credit – 3.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Advanced
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS-T-00090-24-O
  • Attendance Requirement:  Yes
  • Session Duration: 3 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA's
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Tax and Estate Planning Attorneys
  • Accountants
  • Registered Agents
  • Tax Compliance Managers
  • Other Tax Professionals
  • Finance professionals
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Speaker Profile:
Klaralee Charlton is an estate and tax attorney at 3i Law working with clients to effectively plan for the future transfer of assets and efficiently administer assets post-death. She works with clients to visualize their estate planning goals while capturing opportunities to mitigate risk, administrative burdens, and unnecessary tax liability.

After a death, Klaralee works alongside family members to accomplish necessary transfers and ensure reporting obligations are met. Klaralee also partners with legal and accounting professionals on case strategies to minimize tax liability and meet reporting requirements.

She is a frequent speaker on the topics of estate and fiduciary income tax and is an adjunct professor in the University of Denver, Graduate Tax Program.

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