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
The approaches to settlement from a tax perspective with the goal of tailoring the pleadings, negoti[..]
Ryan will discuss a litigator’s perspective to conflicts that estate planners often encounter, including representing clients with mental capacity that may appear impaired, representing clients who want to make a gift to an individual identified in Probate Code section 21380 thereby invoking the presumption that the gift is the product of fraud or undue influence, and representing clients in circumstances where it appears a child or another may have undue influence over them, particularly where there are any questions of favoritism.
Owners of traditional Individual Retirement Accounts (IRAs) may use a special rule to achieve substantial income tax savings while benefiting charities of their choice. They may transfer up to $100,000 from their IRAs to charitable organizations without incurring income tax on the IRA withdrawal