Hot Topics in Estate Planning 2007 Teleconference

The American Bar Association Section of Real Property, Probate and Trust Law and the ABA Center for Continuing Legal Education is sponoring a teleconference entitled Hot Topics in Estate Planning 2007 on April 26, 2007.

Here is a description of the program:

Sharpen your skills and learn about wealth-transfer tax developments at this teleconference and audio webcast, broadcast live from the ABA Section of Real Property, Probate and Trust Law Spring Symposia in Washington, DC. 

Join our panel of renowned experts as they share their thoughts on current cases, legislation, regulations, and rulings and their importance to your practice.  The panel will reveal the significance of developing legal situations that test the boundaries of the law.

Topics will include:

• I.R.C. § 2031 and § 2032 estate tax valuation, alternate valuation of the same asset and aggregation valuation for inclusion and deduction
• I.R.C. § 2056 marital deduction qualification of IRA or qualified plan installment payments and equitable recoupment
• Gift Tax, including the impact of McCord and the Ed/Med exclusion for prepaid tuition
• Subchapter J – Private Annuity Trusts after Melnik, funding residuary charitable bequests without accelerating IRD and application of the I.R.C. § 67(e) exception to the 2% “haircut rule”

Panel members include Jeffrey Pennell, Dennis Belcher, and Catherine Veihmeyer Hughes.