The provisions under Chapter 14 of the Internal Revenue Code have existed for over twenty years yet many of the draconian gift and estate tax provisions are not well understood by Trusts and Estates professionals.This live webinar will provide a discussion of the many estate and gift tax pitfalls that practitioners need to keep in mind under these provisions whenever structuring transactions between family members. It will also include a broad overview of the statutory provisions of 2701 through 2704 and will also include discussions of the policy reasons behind the sometimes confounding rules included in Chapter 14.Practical applications and the many pitfalls that practitioners need to keep in mind in connection with popular wealth planning techniques will be analyzed, including as well as:
Who Should Attend?
Trusts and Estates practitioners including lawyers, accountants, private bankers and financial planners.Prerequisite: NoneLevel: IntermediateDelivery method: Group liveRecommended CPE credit: 1.5 credits
Todd Angkatavanich, Withers LLP and Jonathan Blattmachr, Eagle River Advisors