The Section 2704 Valuation Rules and their Impact on Advanced Estate Planning Techniques

Aired: Thursday, March 2, 2017

2.5 CTFA, 2.5 CRSP, 2.5 CISP

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.

The currently proposed valuation regulations under Section 2704 could have a significant impact on the economic and tax benefits of a variety of estate planning techniques. This recording will discuss those techniques that could be most impacted, and the general options available for transferring wealth in an advantageous way. 

This recording focuses on:

  • Annual exclusion gifts and applicable exclusion gifts and inflation adjustments to the amounts
  • Installment sales
  • GRATs
  • Use of limited partnerships and LLCs as family investment vehicles
  • Partnership and LLC freezes
  • Portability planning versus A / B planning at the first spouse's death
  • Split interest charitable gifts
  • Loans


  • 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.

Recordings are not eligible for CFP credits.

CPE logoRecordings are not eligible for CPE credits.

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:
​Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Online Streaming Recording Now Available
ABA Member • $265
Non-Member • $395


 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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