Join Fox Rothschild attorneys Jerald David August and Guy B. Maxfield at the New York University Summer Institute on Taxation: Institute on Federal Wealth Taxation
Jerald David August and Guy B. Maxfield will delve into the intricate issues of federal wealth taxation in three separate sessions on July 22 and 23.
Modified Carryover Basis Regime
Presenter: Jerald David August
July 22
3 to 3:40 p.m.
The repeal of the estate and generation-skipping transfer taxes for 2010 caused by EGTRRA also ushered in the controversial "modified carryover basis rules" under Section 1022. Topics to be covered include:
Update on the Planning for Creating, Operating and Unwinding Family Limited Partnerships
Presenters: Jerald David August and Guy Maxfield
July 23
1:15 to 3 p.m.
Family limited partnerships is an area of law that can be daunting to navigate. Learn from recent case law in this area and a series of hypotheticals that suggest planning opportunities as well as cover traps for the unwary, and learn about relevant transfer and income tax issues.
Now That the Estate and Generation-Skipping Transfer Taxes Have Been Repealed for 2010...What’s Really Going To Happen?
Presenters: Jerald David August and Guy Maxfield
July 23
3:15 to 4:30 p.m
The repeal of the estate and generation-skipping transfer taxes per the phase out rule under EGTRRA poses current problems and issues for estate planners and tax advisors to consider. Topics to be covered include:
Use of protective formula clauses in drafting marital deduction bequests
The legality of any retroactive repeal of the "repeal" for 2010
The prospects for legislation this year
Planning ideas that should be considered in light of the current uncertainty in the transfer tax system
Click here to learn more.
Jerald David August serves as a chair on the Institute on Federal Wealth Taxation Board of Directors.
Fox Rothschild is a sponsor of this program.
