It Pays to Pay Attention - Understanding Transfer Tax Apportionment [CC]

This webinar will get you up to speed on tax apportionment clauses.

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Scholarship applications must be received at least two (2) weeks before the program start date. You will be notified prior to the program if your application is approved. A minimum fee may be charged on all approved scholarship applications to defray expenses. For programs with tuition costs over $500, qualifying attorneys will receive at least a 50% reduction in the course fee(s). To request a scholarship, please email [email protected] .

Tax apportionment clauses are often overlooked, but can have a significant impact on an estate's tax liability and the amounts received by beneficiaries. This presentation will provide an overview of the federal and state transfer tax apportionment statutes, the interplay of those statutes with estate plan provisions, and practical approaches to drafting apportionment provisions.

Speaker: Jennifer A. Mendel, Barnes & Thornburg LLP

CLE Information
The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit in 50-minute states in states accrediting ABA live webinars and teleconferences. *Credit hours granted are subject to each state's approval and credit rounding rules.

Panelists

Jennifer Mendel

Product Code

TX2407W01OLC

Duration

Publication Date

7/30/2024 12:00:00 AM

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It Pays to Pay Attention - Understanding Transfer Tax Apportionment [CC]

It Pays to Pay Attention - Understanding Transfer Tax Apportionment [CC]

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