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 19, 1:00pm - 2:30pm EDT.
From the event website:
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 that will withstand IRS scrutiny and will identify conditions in transfer structures that will trigger gift tax imposition.
For additional information, including how to register, please visit the event website.