Summer 2016


Hosted by Steve R. Akers

Estate Planning Update Webcast
(August 22, 2016)

Event Details

Please join Senior Fiduciary Counsel Steve R. Akers on Monday, August 22 at 1:00 PM ET for a discussion on the long-awaited proposed regulations under Section 2704 that were issued August 2, and several other breaking developments, including:

  • Section 2704 Proposed Regulations
    • The Section 2704 proposed regulations are far reaching and will significantly restrict (or eliminate) lack of control discounts for transfers of interests in entities (not just partnerships and LLCs)
    • Effective Date
    • Major Provisions (technical details of the regulations are rather complicated and unclear in various respects)
    • Validity of the Regulations
    • Practical Planning Implications
  • Charitable Remainder Annuity Trust New Alternative; Revenue Procedure 2016-42
  • "Divorce Protection" for Trust Interests; Pfannenstiehl Recent Reversal by Massachusetts Supreme Judicial Court

Questions may be submitted by August 16 via email. We will also take live questions during the webcast.

Please click here to access the webcast.

The Estate Planning Update presentation is posted.