Event Date:
Mar 30, 2018 12:00 PM
Speaker:
John Hartog & Margaret Hand
Venue:
HBZ
When an estate plan will provide for unequal distributions, the settlor has a blended family, a caregiver will receive a substantial gift, or one or more children are disinherited, or the plan otherwise gives rise to a legitimate fear of future litigation, the estate planner may take measures to deter disgruntled beneficiaries from bringing a contest or to prevent the estate plane from being invalid.
MCLE Credit: 1.5 Hours General
Travis Neal looks at the Spousal Lifetime Access Trust and how business owners can minimize the estate tax implications when their business is worth more than the gift and estate tax exclusion.
Private Judge Trust Litigation Trials
Tax-deferred exchanges of commercial or investment real property are a common strategy for real estate owners. Federal courts have taken a pro-taxpayer approach in allowing taxpayers to structure these exchanges. California has not until recently.