TAX APPORTIONMENT: What Would the Client Want? Audio Download

    TAX APPORTIONMENT: What Would the Client Want? Audio Download

    TAX APPORTIONMENT: What Would the Client Want? Audio Download

    The tax apportionment clause may be the most complex provision in a client's will. Planning for who bears the tax is often one of the most challenging aspects of developing a client's estate plan. Selecting the tax apportionment clause without consulting the client may be tantamount to determining the client's dispositive plan. ...
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    The tax apportionment clause may be the most complex provision in a client's will. Planning for who bears the tax is often one of the most challenging aspects of developing a client's estate plan. Selecting the tax apportionment clause without consulting the client may be tantamount to determining the client's dispositive plan. Even if the issue of tax apportionment has been discussed with the client, many drafting pitfalls can impact the manner in which taxes are apportioned in surprising and unwelcome ways.During this presentation, learn the difference and importance of "inside apportionment", "outside apportionment", and "equitable apportionment".

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430622AUD

    Publication Date

    12/1/2012 12:00:00 AM

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