Chapman University School of Law will host a conference today on Advising Your Clients Under the New Estate and Gift Tax Law.
Topics Include:
- For clients who died in 2010, should the estate tax or the carryover basis regime be elected?
- When should you use new Form 8939?
- Portability of unused exemption
- Should trusts below $5 million be amended to not use the by-pass trust?
Panelists:
- Frank J. Doti (Chapman)
- Renee M. Gabbard (Paul, Hastings Janofsky & Walker)
- Douglas A. Schaaf (Paul Hastings Janofsky & Walker)
- Michael A. Simon (Law Offices of Michael T. Walsh)
Click here for more information.
Hap Tip: TaxProf Blog
Posted by Isaac Pflaum, Associate Editor, Wealth Strategies Journal

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