X
Home   |  News & Events   |  Tax Strategies and Implications When Settling a Trust or Estate Dispute

Tax Strategies and Implications When Settling a Trust or Estate Dispute

Nov 25, 2019
   |   
State WP
   |   

Event Date:

Dec 04, 2019 12:00 PM

Speaker:

Ryan Szczepanik & Brandon Spivack

Venue:

4 Orinda Way, Suite 200-D,
Orinda, CA 94563

The approaches to settlement from a tax perspective with the goal of tailoring the pleadings, negotiations with other parties, and the terms of the settlement agreement to increase the likelihood the IRS will respect the settlement for federal tax purposes.

 

When: Wednesday, Dec 4, 2019
Where: HBH
MCLE Credit: 1.0 Hour General

Related Posts

In his article for The Recorder, Dave Parnall examines the basics of contempt of court. Dave’s article focuses on the process through which a court investigates a contempt charge, with examples of improper conduct and other procedural points.

Topic California Decanting Statute
Mar 01, 2019

Event Date: 2019-03-01 12:00 PM

Event Speaker: Nicole Takemoto

Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019.

The approaches to settlement from a tax perspective with the goal of tailoring the pleadings, negoti[..]