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Oct 28, 2011 11:36 AM
Valuing Family Entities
Update on new IRS guidelines and court rulings
April 5, 2012
In its recent decisions, the Tax Court has demonstrated an unprecedented level of aggressive involvement in the valuation of family entities.
Join our speakers, Steve Akers of Bessemer Trust and William H. Frazier of HFBE, as they delve into how these recent developments will affect your estate planning.
Steve and William will focus on:
- How the court's stance regarding valuations has become more aggressive with its decisions in Gallagher and Holman.
- Recent precedent regarding the valuation of family entities including:
- The unusual value weighting in Giustina;
- The inclusion of family assets under Internal Revenue Code Sections 2036 (a)(1) and (a)(2) in Turner; and
- The Hendrix court's upholding of the defined value clause.
- The IRS' newly issued guidelines and the issues now faced by estates of 2010 decedents making the carry-over basis election.
Join us for this subscriber-only webinar exclusive!
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
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