SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

Handouts now available

Registration and cocktails

5:00pm – 5:15pm

Dinner

5:15pm – 6:00pm

Program

6:00pm – 7:00pm

RESERVATIONS

You will be sent a return email confirmation.

About the Program

In today’s high exemption environment, planning for unlikely transfer taxes (estate, gift, and generation-skipping) is often overshadowed by planning for minimization of the highly probable income tax that will be incurred by many clients and their beneficiaries. To be an effective advisor, you must have a firm understanding of the options and implications of income tax planning for estates and trusts. This presentation will identify various income tax issues every advisor should know and discuss strategies for mitigating income taxes for clients and their beneficiaries.

Specific topics will include:

• Maximizing Basis “step-up” at Death
• Minimizing Basis “step-down” at Death \
• Minimizing Income Taxation of Irrevocable Trusts
• Asset Swapping with Grantor Trusts
• Minimizing Valuation Discounts

About the Speaker

Daren’s legal practice focuses on lifetime planning as well as probate and trust administration matters. Daren assists clients in creating and implementing personalized estate plans, navigating income, gift and estate tax issues, business succession matters, and charitable planning.

Daren regularly works with clients’ other professional advisers to ensure a holistic approach is provided and that each client’s specific goals are communicated and achieved. In addition to being a lawyer, Daren is also a certified public accountant (CPA) and in Fall 2023 and Spring 2025 he served as a co-adjunct professor at the University of Arizona James E. Rogers College of Law for a Estates & Trusts Course.

Thank you to our Happy Hour Sponsors

Thank you to our Speaker Sponsor

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