Effective Estate Tax Planning Techniques - July 14, 2016

Basic, But Effective Estate Tax Planning Techniques and How the IRS May Look at These

Sponsored by Bloomberg BNA

When should clients use family limited partnerships, LLCs, and other entities? What challenges may the IRS assert regarding the use of SCINs? What savings may result from transferring discounted interests in entities?  These are just some of the questions that will be answered in this webinar which will also take a look at IRS filing requirements, the penalties clients face for failure to report items properly, and when to use an offshore trust versus a domestic asset protection trust.

Educational Objectives:
• Understand the benefits of using family limited partnerships, LLCs, and other entities which allow clients to take a discount
• Review the challenges that the IRS may assert related to the use of self-cancelling installment notes
• Gain better insights into using discounted interests by either making sales or gifts to intentionally defective grantor trusts and the benefits that can arise from such planning

Speaker:

John Porter - a Senior Partner and Partner-In-Charge of the Houston Office of Baker Botts.  He handles federal gift, estate and income tax litigation and controversy work. He is nationally recognized for his expertise in representing taxpayers before and against the Internal Revenue Service in estate and gift tax controversies, especially those involving hard-to-value assets such as interests in family limited partnerships and limited liability companies.

FREE!

Total Credits:  1.00 unit  Genral

Online - Participatory

July 14, 2016, 9:30 am - 10:30 am PDT

For further information see:

http://www.bna.com/basic-effective-estate-m57982065293/?utm_campaign=CP_TWEB_LEGAL_Omnibus_070116&utm_medium=email&utm_source=Eloqua&elqTrackId=b9be0c56503347d5bcae4ac30a4e7202&elq=b00efab26dda482a93755df4d8bd645e&elqaid=5584&elqat=1&elqCampaignId=3309

Note:  May require a promotion code