Name: Nuances of Estate and Gift Tax Preparation
Start: 2024-10-18T15:30:00-0600
End: 2024-10-18T16:30:00-0600

Welcome to the 72nd annual Montana Tax Institute!
We are excited for you to join us for two days of presentations by the nation’s experts in taxation, estate planning, and related topics.

None of this would be possible without the generosity and support of our sponsors. Thank you to our major sponsors US Bank Wealth Management, Montana Community Foundation, First Interstate Wealth Management, First Trust Company, and Ashton Thomas Private Wealth. We are also grateful for the continued support of our event sponsors Crowley Fleck, Wipfli, Bessemer Trust, First Trust Company, and the University of Montana Foundation. Please take the time to visit with sponsor representatives during the conference. It is only with our sponsors’ support that we continue to bring nationally recognized speakers to the Montana Tax Institute.

Thank you for joining us. We look forward to seeing you at the Holiday Inn Missoula (or online!) Friday and Saturday, October 18-19, 2024.

Warmest regards, Dean Elaine Gagliardi and Professor Pippa Browde

Friday October 18, 2024 3:30pm - 4:30pm MDT

Holiday Inn Downtown Ballroom

This presentation addresses a number of key issues to consider when filing federal estate and gift tax returns. It reviews key decision points when deciding whether to make a portability election, to opt out of the GST automatic allocation rules, for GST tax, and to make certain funding decisions.

Speakers

Lester Law

Franklin Karibjanian & Law PLLC

Lester B. Law is a member of Franklin Karibjanian & Law PLLC and spends time in both the Naples and Washington offices. Lester is a Fellow of the American College of Trusts and Estates Counsel (ACTEC), serving on various committees. He has held many leadership positions at the ABA’s... Read More →

Friday October 18, 2024 3:30pm - 4:30pm MDT
Holiday Inn Downtown Ballroom

General Session

72nd Annual Montana Tax Institute

Lester Law

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