Developments in Trusts & Estates

02.22.2024 | 11:45 a.m. - 1 p.m. CT

On Thursday, February 22, Stinson partner and esteemed estate planning speaker, Clary Redd, will give a presentation on recent developments in estate planning.

Clary will summarize and offer commentary on many of the relevant and noteworthy cases and IRS rulings.

Topics Will Include

• Gift tax consequences of trust modifications
• Using redemption agreements to set estate tax value
• Gift tax returns and adequate disclosure standards
• Anticipatory assignment of income doctrine
• Proper method to value family business stock
• Tax results of non-qualified disclaimer and net gift agreement

Register online to attend. 

If you have any questions regarding this event, please send us an email.

CLE credit is pending in the following states: CO, FL, KS, MN, MO & NE.