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ABA Valuation and Liquidity Issues in Administering Closely Held Business Interests in Estates
Telephone Briefing*
Tom Abendroth, partner with the Chicago law firm of Schiff Hardin LLP and Skip Fox, partner with McGuireWoods LLP in Charlottesville, Virginia, will explore valuation and liquidity issues related to administering closely held business interests in estates. This program was held on Thursday, April 3, 2008.
Join us for this informative program and get your questions answered by these nationally-recognized attorneys.
| Program Date |
Audio CD Now Available |
| Audio CD Fees** |
$255 ABA/FIRMA/Service Member • $385 Non-Member |
| Registration |
Not applicable |
| Audio CD |
Order Online (PDF) |
| Credits |
2.5 CTFA (TAX) |
Topics to be addressed
- DIsclosure Requirements for Reporting Valuation
- Post-Mortem Planning to Minimize Values
- Post-Mortem Implementation of Buy-Sell Agreements and Identifying Problem Redemptions
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- 6166 Election to Defer the Payment of Taxes and then Pay in Installments
- Greaegin Notes as an Alternative to 6166
| Speakers
- Thomas W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
- Charles D. ("Skip") Fox IV, Partner, McGuireWoods LLP, Charlottesville, VA
Upcoming Trust Series Topics
Audio CDs for each telephone briefing will be available for purchase
7-10 days after the airing of the program.
Who Should Attend
- Trust Officers
- Estate Plannners
- Trust Counsel
- Trust Department Managers
- Wealth Managers
- Private Bankers
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- Trust Tax Professionals
- Financial Planners
- CTFAs
- CFPs
- CPAs
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*ABA's Telephone Briefings include reference materials and telephone audio. Telephone/Webcast Briefings include reference materials, telephone audio, and simultaneous webcast presentation (requires 56K or faster with JavaScript and cookies enabled in the browser, i.e., Microsoft Internet Explorer 4.0 or later, or Netscape 4.7X).
**Each site license (registration fee) entitles you to one phone connection and one Internet connection (when there is a simultaneous webcast presentation) where an unlimited number of listeners can participate.
Any transmission, retransmission or republishing of the audio or Web portions of this briefing is strictly prohibited.
Questions? Please contact Joe Mach / Linda Shepard / Cari Hearn for more information.
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