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Tax Strategies and Implications When Settling a Trust or Estate Dispute

Nov 25, 2019
   |   
State WP
   |   
HBZ University

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

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