Apr

    Basic & Advanced Intra-Family Techniques to Utilize the Exemption Before It Expires

    1 PM EDT

    Many project the federal estate tax exemption will fall to a much lower amount under the Biden Administration. This change in law has prompted many to transfer wealth to family members in various forms. This esteemed panel will cover basic techniques such as intra-family loans and sales, as well as the Grantor Retained Interest Partnership.

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    1.80 total credit hours including

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      04/07/2024

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      04/07/2024

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      04/07/2024

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      Applied for

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      04/07/2024

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      04/07/2024

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    The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit for this program in 50- minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. Please visit americanbar.org/mcle for general information on CLE at the ABA.

    Event Details

    Duration

    90

    Format

    Web

    Date

    Apr 08, 2021

    2021-04-08T13:00:00-04:00 2021-04-08T14:30:00-04:00 Basic & Advanced Intra-Family Techniques to Utilize the Exemption Before It Expires

    Many project the federal estate tax exemption will fall to a much lower amount under the Biden Administration. This change in law has prompted many to transfer wealth to family members in various forms. This esteemed panel will cover basic techniques such as intra-family loans and sales, as well as the Grantor Retained Interest Partnership.

    Speakers

    Jonathan Blattmachr

    Interactive Legal

    Mary O'Reilly

    Meltzer Lippe Goldstein & Breitstone LLP

    Stephen Breitstone

    Meltzer Lippe Goldstein & Breitstone LLP

    Teresa Bush

    InterActive Legal

    Sponsors

    Section of Real Property, Trust and Estate Law

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