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…ourri Of Fiduciary Income Tax Issues Barbara A. Sloan, Mclaughlin & Stern, LLP 4 Post-Mortem Planning – Income Tax Issues Marc S. Bekerman, Graduate Tax Program, New York Law School 5 Marital Deduction Lynn Halpern Lederman, Bessemer Trust Company, N.A. 6 Practising Law Institute : Understanding Estate, Gift And Fiduciary Income Tax Returns 2008: Marital Deduction – Powerpoints Lynn Halpern Lederman, Bessemer Trust Company, N.A. …

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…ates’ 529 college savings programs starting with the 2007 tax year. Previously, they only received a tax advantage if they chose the state’s 529 Learning Quest plan, which is administered by Kansas State Treasurer Lynn Jenkins and managed by American Century Investments. While Learning Quest is a nationally competitive and well-managed plan, Kansas residents will now be able to utilize the annual adjusted gross income deduction of up…

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