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Significant 2019 Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration



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Recording and Slides are Available Here


2019 was an interesting year for estate planners. To make sense of what happened, be sure to Join Mike Jones in his exclusive LISI webinar on Thursday, January 30th  where he will review a number of the significant and recent transfer tax developments impacting estate planning and administration. Mike’s webinar will cover all of the 2019 regulations, revenue rulings, revenue procedures, tax court cases, and appeals court cases, and selected private rulings, U.S. district court cases, and state court cases, of importance to estate planners. You shouldn't begin 2020 without understanding what happened in the estate planning field in 2019
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Michael J. Jones, CPA is a partner in Monterey, California’s Thompson Jones LLP (www.thompsonjones.com). His tax consulting practice focuses on tax-efficient wealth transfer strategy, trust and probate tax matters (both administration and controversy resolution), and family business transitions. Mike is the author of four books, including Inheriting an IRA and Inheriting an IRA Professional Edition. He has written over 150 articles published in Trusts & Estates, Leimberg Information Services, Inc., Ed Slott’s IRA Newsletter and elsewhere. He serves as chair of Trusts & Estates magazine’s Retirement Benefits Committee and the CPE Forum of the Central Coast. He has lectured across the U.S. for Jerry A. Kasner Estate Planning Symposium; Southern California Tax & Estate Planning Forum, Hawaii Tax Institute, AICPA Advanced Estate Planning Conference, AICPA Conference on Tax Strategies for the High-Income Individual, UCLA-CEB Estate Planning Institute, New York University Institute on Federal Taxation, CEB Estate Planning and Administration Annual Updates panels, and others. He has been quoted in Natalie Choate’s Life and Death Planning for Retirement Benefits, Keith Schiller’s Estate Planning At The Movies® — Art of the Estate Tax Return, New York Times, Forbes Magazine, The Wall Street Journal, Bloomberg Financial Report and others.


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Michael J. Jones, CPA is a partner in Monterey, California’s Thompson Jones LLP (www.thompsonjones.com). His tax consulting practice focuses on tax-efficient wealth transfer strategy, trust and probate tax matters (both administration and controversy resolution), and family business transitions. Mike is the author of four books, including Inheriting an IRA and Inheriting an IRA Professional Edition. He has written over 150 articles published in Trusts & Estates, Leimberg Information Services, Inc., Ed Slott’s IRA Newsletter and elsewhere. He serves as chair of Trusts & Estates magazine’s Retirement Benefits Committee and the CPE Forum of the Central Coast. He has lectured across the U.S. for Jerry A. Kasner Estate Planning Symposium; Southern California Tax & Estate Planning Forum, Hawaii Tax Institute, AICPA Advanced Estate Planning Conference, AICPA Conference on Tax Strategies for the High-Income Individual, UCLA-CEB Estate Planning Institute, New York University Institute on Federal Taxation, CEB Estate Planning and Administration Annual Updates panels, and others. He has been quoted in Natalie Choate’s Life and Death Planning for Retirement Benefits, Keith Schiller’s Estate Planning At The Movies® — Art of the Estate Tax Return, New York Times, Forbes Magazine, The Wall Street Journal, Bloomberg Financial Report and others.


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