Using Defined Value and Formula Clauses - Section 2704 Regs Highlight Their Usefulness (Audio Product)

    Using Defined Value and Formula Clauses - Section 2704 Regs Highlight Their Usefulness (Audio Product)
    CLE 90 min

    Using Defined Value and Formula Clauses - Section 2704 Regs Highlight Their Usefulness (Audio Product)

    Estate planners have used defined value and formula clauses for many years. Recent cases such as McCord and Wandry have provided guidance on how to use them and withstand IRS scrutiny. Planning before the proposed section 2704 regulations become  effective is increasing workload for estate planners and appraisers. The flexibility of defined value and formula clauses can be an important tool in doing this planning.
     
    Our panelists will discuss:
    •          The history of defined value and formula clauses
    •          Their current status
    •          When to use them
    •          Drafting considerations
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    Using Defined Value and Formula Clauses - Section 2704 Regs Highlight Their Usefulness (Audio Product)

    Product Details

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    Section of Real Property, Trust and Estate Law

    Product Code

    5430928AUD

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