Events

Estate and Gift Taxation in 2011: Whatever the Law Is‚ What Hath Congress Wrought – What is the Law and What Estate Planning Techniques Work in 2011?

American Bankers Association 2011 Trust and Estate Planning Telephone Briefing Series

February 3, 2011

1:00 PM - 3:00 PM  EST

Thomas W. Abendroth

Thomas W. Abendroth, leader of Schiff Hardin’s Private Clients, Trusts and Estates group, will co-present the ABA telephone briefing “Estate and Gift Taxation in 2011: Whatever the Law Is, What Hath Congress Wrought — What is the Law and What Estate Planning Techniques Work in 2011?” on Thursday, Feb. 3. The live telephone briefing will discuss:

  • The new or old estate tax rules
  • Dealing with carryover basis
  • The new or old gift tax rules
  • Making the best use of the applicable exclusion amount during life or at death
  • The impact of the new or old rules on favorite techniques:
    • Annual exclusion gifts
    • Crummey trusts
    • Irrevocable life insurance trusts
    • Taxable gifts
    • Loans
    • GRATS
    • Sales to grantor trusts
  • Issues in estate administration
    • Deferral of estate tax
    • Special use valuation
    • Conservation easements
    • Graegin notes

Additional information and registration is available at http://www.aba.com/teleweb/tb020311.htm.

CISP, CTFA, CFP, CPE and CPA credit is available.
  • Print
  • Text SizeSmall Larger

© 2012 Schiff Hardin LLP
Schiff Hardin LLP is a general practice law firm representing clients across the United States and around the world. We have offices located in Ann Arbor, Atlanta, Boston, Chicago, Lake Forest, New York, San Francisco and Washington. Our attorneys are strong advocates and trusted advisers — roles that contribute to many lasting client relationships.