- Wednesday | October 5, 2016
- 12:00 pm
TOPIC: Back to Basis: Stay in and Step Up, or Step Out
DESCRIPTION: We’ll cover the effect of the new basis consistency (1014(f)) rules on basis planning, selective funding of marital trusts to maximize the step-up (including issues relating to valuation under the new 2704 proposed regs), valuation issues for non-taxable estates, a fixes for estate plans that were drawn for previously taxable (now, non-taxable) estates.
PRESENTED BY: Abby O’Connor and Patrick Duffey
LOCATION: Tel: (712) 432-0900, Code: 611713