Fall 2015

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Hosted by Steve R. Akers

Estate Planning Update Webcast
(November 16, 2015)


Event Details

Mr. Akers will discuss current estate planning developments, including:

  • Basis consistency and reporting legislation
  • Important new items on IRS priority-guidance plan
  • Anticipated new Section 2704 proposed regulations
  • Issues on IRS radar screen
  • Basis-adjustment considerations
  • Transfer planning developments with sales to grantor trusts (Woelbing and Beyer pending cases)
  • Developments with self-canceling notes (Davidson settlement and subsequent malpractice lawsuit)
  • Distribution planning new paradigms
  • Digital assets planning and legislative developments regarding fiduciary access to digital assets
  • "Net net" gifts (Steinberg)
  • Breaking news

Questions may be submitted by November 13 by email. We will also take live questions during the webcast.

Please click here to access the webcast.

The Estate Planning Update presentation is posted.