Events


10/24/13


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Ann Jakabcin to speak on Estate Planning for Non-Traditional Households

Date: October 24, 2013

Time: 8:30am

Speaker(s): Ann G. Jakabcin

Event Type: Speaking Engagement

Sponsored By: Association of Practicing Certified Public Accountants

Location: Manor Country Club, 14901 Carrolton Road, Rockville, Maryland 20853

Ann Jakabcin will lead a session on "Estate Planning for Non-Traditional Households" for attendees of the Association of Practicing Certified Public Accountants' Estate Day on Thursday, October 24, 2013. Her presentation will also specifically address the impact of the June 2013 Supreme Court's rulings on United States v. Windsor with regard to income taxes, estate taxes, immigration, Social Security, Veterans Administration and pension benefits. Below is an brief outline of topics Ms. Jakabcin will cover in her presentation.

  • Brief History of the Defense of Marriage Act ("DOMA"), including facts and impact of the United States v. Windsor case
  • Tax Implications of Repeal of Section 3 of DOMA (Rev. Rul. 2013-17)
  • Income Tax Implications of Windsor and All That Follows
  • Estate Implications of Windsor and All That Follows
  • Maryland Probate Issues after Windsor
  • Maryland Estate and Inheritance Tax Issues after Windsor
  • District of Columbia Estate Tax Issues after Windsor
  • Virginia Estate Tax Issues after Windsor
  • Tax Planning Options after Windsor
  • Non-Tax Issues after Windsor, including employee benefits, Social Security Administration, Veterans Administration and immigration

For more information or to register, please contact the Association of Practicing Certified Public Accountants at 301-340-3340.

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