Defined Value Clauses: Drafting & Avoiding Red Flags - Audio Webcast

March 2020
       
Tuesday, March 10, 2020
       
Defined Value Clauses: Drafting & Avoiding Red Flags
       
Topics to be covered:
 
- Types of clauses – formula allocation by subsequent agreement, final value for gift taxes, or price adjustment
- Use in marital deduction and credit shelter trusts, and GST Tax allocations
- Spotting red flags that may trigger IRS scrutiny
- Case law and regulatory developments
- Special considerations in “de-coupled” states
 
 
Faculty: Missia H. Vaselaney, Taft Stettinius & Hollister, LLP, Cleveland, OH and Michael Sneeringer, Porter Wright Morris & Arthur, LLP, Naples, FL
 

Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
 
Location Information
Webcasts - live from your computer

Denver, CO
Get directions
Registration Fees
CBA Member $59.00
Non Member $89.00
CBA Trust and Estate Section Member $49.00
CLEACCESSPASS $0.00
  • General Credits: 1.00
  • Ethics Credits:
Start Date - End Date
March 10, 2020
Start Time - End Time
11:00 AM - 12:00 PM
Event Location
Webcasts - live from your computer
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