![Introduction to Fiduciary Governance, ERISA Fiduciary Institute 6-Part Webinar Series (Part 1) [CC]](/content/dam/aba-cms-dotorg/aba-default-product.png.transform/product-2x/img.png)
Audio and Video | On-Demand CLE
Introduction to Fiduciary Governance, ERISA Fiduciary Institute 6-Part Webinar Series (Part 1) [CC]
Tarnish-Proof Your Plan: Avoiding the Whipsaw of Valuation Mis-Matches in Entity Planning AUDIO DOWNLOAD
Tarnish-Proof Your Plan: Avoiding the Whipsaw of Valuation Mis-Matches in Entity Planning AUDIO DOWNLOAD
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An effective estate plan requires not only well crafted documents, but also properly coordinated documents, valuations, and funding mechanisms with respect to business entities. Failure to properly coordinate business interests with the rest of the plan can result in unexpected tax and non-tax consequences.
During this program our panelists will discuss:
- Valuation mis-matches in the context of buy-sell agreements and Section 2703;
- Funding mis-matches with buy-sell agreements;
- Unintended windfalls/short-changing of parties;
- Marital deduction mis-match issues with limited partnerships, buy-sell agreements, and division of controlling blocks in an estate;
- Mis-match issues with Section 2036 considerations;
- Tax-on-tax consequences in the estate of the first to die;
- Unintended consequences with options vs. mandatory buy-out; and
- Best practices to achieve certainty.
SPEAKERS
N. Todd Angkatavanich
Withers Bergman, LLP, Greenwich, CT
Sean M. Aylward
Wolff & Samson PC, Roseland, NJ
Daniel McCarthy
Wick Phillips Gould & Martin, LLP, Fort Worth, TX
Christine Quigley
Holland and Knight, Chicago, IL
Product Details
Product Code
5430808AUD
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