Loeb & Loeb LLP is pleased to announce that partner, Jonathan Rikoon will be speaking in an upcoming Strafford live webinar, "Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses" scheduled for Tuesday, July 18, 1:00pm - 2:30pm EDT.
This CLE/CPE webinar will provide estate planning counsel and advisers with a comprehensive and practical guide to successfully structuring defined value formula clauses to avoid gift tax consequences on asset transfers. The panel will provide specific guidance on making formula allocations to withstand IRS scrutiny and identify conditions in transfer structures that trigger gift tax imposition.
This CLE/CPE webinar will provide estate planning counsel and advisers with a comprehensive and practical guide to successfully structuring defined value formula clauses to avoid gift tax consequences on asset transfers. The panel will provide specific guidance on making formula allocations to withstand IRS scrutiny and identify conditions in transfer structures that trigger gift tax imposition.
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Of Counsel