Planning in Illiquid Estates

Thursday, June 1, 2017 • 1:00 - 3:00 p.m. ET


The 2017 Trust and Estate Planning Series will provide you and your staff with critical information on estate planning and trust administration topics. This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

An estate with a large interest in closely-held business or other illiquid asset provides numerous challenges from a planning and tax payment standpoint. This briefing will review the pre-death and post-death planning options available to help avoid a crisis.

This briefing will focus on:

  • Closely held assets and illiquidity
  • Impact of limits on valuation discounts
  • Lifetime planning to fund estate tax payments
  • Deferral of payment of estate tax
  • Post-death loan options
  • Section 303 stock redemptions
  • Funding marital and charitable trusts with illiquid assets
  • Charitable issues

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

 

 

 Continuing Education Credits

 
The Institute of Certified Bankers (ICB) has approved this program for 2.5 CTFA, 2.5 CISP and 2.5 CRSP continuing education credits for the live program and the recording.

This briefing has been approved for 2.0 Certified Financial Planner continuing education credits. Recordings are not eligible for CFP credits.

CPE logoThis group-live event is eligible for 2.0 CPE credits for CPAs (Taxes). Recordings are not eligible for CPE credits. No prerequisites required.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
​Questions? Please contact Linda Shepard / Cari Hearn for more information.
 

 Pricing & Purchasing

 

Live Briefing or Recording
ABA Member • $265
Non-Member • $395

Live registration provides a connection for one room where unlimited listeners can be present, and streaming recording access FREE for 7 days.

 

 Who Should Attend

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
 

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