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Partnership Interests Owned By Trusts and Estates:

Understanding the Rules and Optimizing the Opportunities

By David Keene & Marcia K Fujimoto

Seminar Outline - American Bar Association's 2008 Joint Fall CLE Meeting,

September 2008

Partnerships Held by Trusts and Estates:
Discovering the Rules and Optimizing the Opportunities

By David Keene

Taxes - The Tax Magazine, October 2007

EGTRRA's Changes to the State Death Tax Credit:
Good News for Some Estates, Bad News for Some States

By David Keene & Marcia K Fujimoto

Taxes - The Tax Magazine, November 2003

Accounting for Partnership Interests Held by Estates or Trusts:
Planning to Avoid Pitfalls

By David Keene & Dean V Butler

Taxes - The Tax Magazine, April 2002

A Primer on the Uniform Principal and Income Act:
How Accounting Affects Trust and Estate Beneficiaries

By David Keene

Taxes - The Tax Magazine, February 2002

Income Tax Issues for Estates (Part I)

By David Keene

The Tax Adviser, January 2001

Income Tax Issues for Estates (Part II)

By David Keene

The Tax Adviser, February 2001

'Specific' And 'Pecuniary' Bequests - Why does (Almost) Everyone Get It Wrong?

By David Keene

Journal of Taxation, June 2000

"Running the Numbers": Tax Deferral for IRA and Pension Accounts

By David Keene

Journal of Practical Estate Planning, October 1999

A Primer on Post-Retirement Planning for IRA and Pension Accounts

By David Keene

Journal of Practical Estate Planning, August 1999

Choosing the Best Depreciation Alternative for Trust Property

By David Keene

Estate Planning, July1999

Partners & Partnerships - Allocations After an Ownership Change

By David Keene

The Tax Adviser, June 1999

Maximizing Excess Deductions on Termination

By David Keene

The Tax Adviser, July 1998

Making the Sec. 754 Election Decision for Family Partnerships After the TRA '97

By David Keene

The Tax Adviser, January 1998

Selected Seminars by David Keene

Sponsored By American Bar Association (ABA):

2008 - Partnership Interests Owned by Trusts and Estates: Understanding the Rules and Optimizing the Opportunities (ABA Section of Taxation, Fall CLE Meeting)

Sponsored By Washington State Bar Association (WSBA):

2007 - Partnership Interests Owned by Trusts: Discovering the Rules and Optimizing the Opportunities (Drafting and Using FLPs, LLCs and PLLCs: Formation, Taxation and Strategic Application Seminar)
2006 - Fiduciary Income Tax Fundamentals and Beyond: Incorporating Tax Awareness Into Client Solutions (51st Annual Estate Planning Seminar)
2001 - Beyond Valuation Discounts: What You Should Know And Tell Your Clients about FLPs [Family Limited Partnerships] and LLCs: Understanding Business Entities in the Estate Planning Area
1997 - Tax Effect of Distributions From Employee Benefit Plans (Estate Planning for Qualified Retirement Plans and IRA Benefits Seminar)

Sponsored By Professional Education Systems Inc (PESI):

2006 & 2004 - Fiduciary Income Tax Workshop
2003 & 2001 - Estate and Gift Tax Workshop

Articles / Seminars