Estate Planning Seminar
Agenda
Registration: 8:00 – 8:30 am
Morning Session: 8:30 am – 12:15 pm
Lunch (On your own): 12:15 – 1:15 pm
Afternoon Session: 1:15 – 4:45 pm
Federal Tax Law and Its Impact on Planning Jack Kuhn
Recent and anticipated developments
Fundamentals of Estate Planning Jack Kuhn
The basics of planning for incapacity
The basics of asset transfers at death
Basics of estate and gift tax planning
Gifting Basics Jack Kuhn
Basics of the federal gift tax system
Gift tax discount planning techniques
Estate freeze techniques
Retirement Asset Planning Jack Kuhn
Minimum distribution rules
Beneficiary designations
Common estate planning strategies
Federal Generation Skipping Transfer Tax (GSTT) Planning Jack Kuhn
Defining terms and assigning generations
Taxable transfers and exemptions
Inclusion ratio
Application of GSTT to trusts
Advanced Gifting Strategies and Testamentary Planning Jeff Kuhn
Advanced trusts, annuities and other instruments
Testamentary tax planning for married couples
Advanced testamentary planning
Buy-Sell Agreements Jeff Kuhn
Reasons to establish a buy-sell agreement
Structuring the terms of the agreement
Funding and coordination with the estate plan
Asset Protection Planning and Charitable Planning Jeff Kuhn
Integrating asset protection with estate planning
Charitable tax planning vehicles
Case Study: Succession Planning for Charlie and Sally Jones Jeff Kuhn
Achieving planning goals: preserving cash flow, reducing tax liability, preserving liquidity, and protecting assets
Credits
Accountants
8.0 Florida CPE Hours
8.0 NASBA CPE Hours
Attorneys
8.0 Florida CLE Hours
Certification Hours:
6.0 Elder Law
6.0 Wills, Trusts & Estate
IRS Enrolled Agents & Return Preparers
8.0 CE Hours
Certified Financial Planners
8.0 CFP Hours
Continuing Education Credit Information
This seminar is open to the public. HalfMoon Education is an approved CPE provider in Florida (Provider No. 0003593). This course is approved for 8.0 CPE hours.
HalfMoon Education Inc. 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: www.learningmarket.org. This intermediate level seminar is approved for 8.0 CPE hours in the area of taxation. A basic understanding of estate planning and taxation is beneficial and no advance preparation is necessary.
The Florida Bar has approved this event for 8.0 CLE hours for attorneys. This approval includes 6.0 certification credits in the areas of Elder Law and Wills, Trusts, and Estates.
This program qualifies for 8.0 hours of Continuing Education Credit for enrolled agents and return preparers under Treasury Department Circular #230 Section 10.6(g).
HalfMoon Education Inc. is a CFP Board-Registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.
Speakers
Jack Kuhn
Cypress Trust CompanyCypress Trust Company, Naples
Mr. Kuhn is the senior vice president and market executive for Cypress Trust Company in Naples and joined the company in July 2015. He is a 25-year veteran of the trust and investment management business and has served the Southwest Florida wealth management market since 2000. Previous positions include president of First National Investment Services Company, Naples; senior vice president and affiliate sales manager of investment advisors for Fifth Third’s securities division, Naples and Fort Myers; senior vice president and Florida regional manager of Marshall and Ilsley Trust Company, Naples; senior managing director – Florida West Coast for BMO Private Bank, Naples and Sarasota; and most recently, senior vice president and client advisor with SunTrust Private Wealth Management, Naples and Fort Myers. Mr. Kuhn holds the Certified Financial Planner (CFP®) and the Associate in Risk Management (ARM) designations. He earned his BA degree in Education (Economics and Natural Sciences) from Bethel University and his MBA degree in Finance from the University of St. Thomas. Mr. Kuhn serves on the Board of Directors for the Juvenile Diabetes Research Foundation Florida Suncoast Chapter, and he has been active in the Sanibel-Captiva Rotary Club.
Jeff Kuhns
Mr. Kuhns concentrates his practice in the areas of tax & business law, wills, trusts & estate planning, and probate & trust administration. He is a member of the Florida Bar, the Charlotte County Bar Association and is certified by the Florida Supreme Court as a County Court Mediator. An Ohio native, Mr. Kuhns received bachelor degrees in both Business Administration and History from the University of Southern California in 2007, a Juris Doctorate from Whitter Law School in 2010 and a Masters of Laws degree in Taxation from Chapman University in 2013. In addition to Florida, he is also admitted to practice law in Minnesota and California. He is admitted to practice before the United States Tax Court and the United States Court of Appeals for the Ninth District. Prior to attending law school, Mr. Kuhns worked as a public history intern for a year and half for the USC Shoah Foundation Institute for Visual History and Education, a non-profit organization committed to preservation of Holocaust testimonials and tolerance education. Mr. Kuhns enjoys teaching paralegal studies at Florida Southwestern State College as an adjunct professor, serves on the board of directors of Team Punta Gorda, and is a loyal USC Trojan fan and a licensed FAA private pilot.