ABA Center for CLE Teleconference: The Morning After: Avoiding Tax Surprises in Trust and Estate Litigation

April 1, 2008 (add to Outlook Calendar)
90 minute Teleconference and Live Audio Webcast

In this program, Mickey R. Davis will highlight the essential income and transfer tax rules you must know and illustrate those rules with a case study. Participants in this program will learn about:

• Taxation of will contest settlements and other payments from estates
• Income tax basis of property received in settlements
• Taxation of sales of expected inheritances or remainder interests in trusts
• Requirements for a settlement payment to qualify for the marital and charitable deductions
• The effect of proposed regulations under Section 2053 regarding deductible claims for estate tax purposes
• GST tax considerations regarding qualified severances and modifications of grandfathered trusts

The speakers strongly recommend that participants review the facts of the case study beforehand.

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CLE Credit Information

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Sponsored by:

The American Bar Association Section of Real Property, Trust and Estate Law and The ABC Center for Continuing Legal Education