Anyone involved with estate planning should consider the benefit of using a Family Limited Partnership (“FLP”). A properly organized and operated FLP can provide discounts of 20% - 40% in the value of assets within the FLP.
• The reach of Section 2036.
• Discounts for lack of marketability and minority interests.
• The attack by the Internal Revenue Service and how to respond.
• Up-to-the minute cases and rulings.
• Live interactive Q & A sessions.
Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 103973
Jerald David August
Co-Chair, Tax & Estates Department
Guy B. Maxfield
Senior Counsel
- Estate Planners
- Tax Attorneys
- CPAs
- Insurance Executives
This is a must attend event for anyone interested in understanding Family Limited Partnerships.
- New guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A