The 2010 One-Year Estate and GST Tax Repeal

Between "Sunrise and Sunset"
The 2010 One-Year Estate and GST Tax Repeal
Planning Opportunities, Traps and Pitfalls in the "Gap Year"

The Federal Estate and GST tax died on December 31, 2009 and the tax law's "sunrise provisions" are scheduled to take effect January 1, 2011, leaving great uncertainty for estate and transfer planning.

This is a don't miss program for all trusts and estates practitioners and tax advisors - your clients are affected by Congress' inaction and its chaotic aftermath. Our panel of estate planning experts will guide you in advising your clients to ensure that their estate planning documents continue to satisfy their desires in this period of dramatic changes in the tax law.

Highlights

Presenters

Dates / Times / Locations

MCLE Credit

Tuition

Enrollment Form

Call for more information or to enroll:
818-990-3260 (Ext. 2) or 1-800-747-3161 (Ext. 2)

Highlights


	Overview of the 2010 Law

	Nightmares of the Carryover Basis Regime

	Review of Existing Estate Plans

	Planning for Married Clients

	Drafting Considerations - "Flexibility, Flexibility, Flexibility"

	Gift and Transfer Tax Planning Opportunities in 2010

	GST Planning Issues

	Basis Planning Strategies

	Special Gain Provisions

	Provisions Extending Beyond Repeal, including QDOTs and Recapture

	Reporting Requirements

	Retroactivity: What Happens Next?

	"Sunrise" in 2011

Presenters

BRUCE S. ROSS
Holland & Knight LLP
Los Angeles
MODERATOR

CHARLOTTE K. ITO
Fox Rothschild LLP
San Francisco

M. KATHARINE DAVIDSON
Holland & Knight LLP
Los Angeles

Dates / Times / Locations
Registration: 5:30 PM · Program: 6:00 - 9:15 PM

LIVE PROGRAM:

SAN FRANCISCO
MONDAY, FEBRUARY 22
Hotel Nikko San Francisco
222 Mason Street
(415) 394-1111

LOS ANGELES
WEDNESDAY, FEBRUARY 24
Los Angeles Marriott Downtown
333 S. Figueroa Street
(213) 617-1133

VIDEO REPLAYS:

COSTA MESA
TUESDAY, MARCH 9
Westin South Coast Plaza
686 Anton Blvd.
(714) 540-2500

SAN DIEGO
WEDNESDAY, MARCH 10
Westin Gaslamp Quarter San Diego
910 Broadway Circle
(619) 239-2200

SHERMAN OAKS
THURSDAY, MARCH 11
Courtyard by Marriott
15433 Ventura Blvd.
(818) 981-5400

MCLE Credit

3 HOURS MCLE CREDIT (Including 0.5 Hour Legal Ethics)
The Rutter Group certifies that this activity has been approved for MCLE credit by The State Bar of California in the amount of 3 hours, of which 0.5 hour applies toward Legal Ethics. Application has been submitted for 3 hours of Probate, Estate Planning & Trusts Law Specialization credit by the Board of Legal Specialization.

Tuition

TRG Seminar PASSholders (admission only) - FREE

TUITION - $160

SPECIAL OFFER ON PRACTICE GUIDE FOR ENROLLEES:
California Practice Guide: Probate - $200 plus applicable sales tax (Regularly $395)

For more information, please call (800) 747-3161, Ext. 2
To order Rutter Group publications via the internet, click here.

The Rutter Group • A Division of West, a Thomson Reuters business • 15760 Ventura Boulevard, Suite 630 • Encino, CA 91436 • (818) 990-3260 or (800) 747-3161

Call for more information or to enroll: 818-990-3260 (Ext. 2) or 1-800-747-3161 (Ext. 2)

Highlights

Presenters

MCLE Credit

Tuition

Call for more information or to enroll:
818-990-3260 (Ext. 2) or 1-800-747-3161 (Ext. 2)