• On-Demand Video

Estate Planning for Partners and Partnerships (2022 Estate Law Institute Session)

Observations and Comments from Tax Counsel

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On-Demand Video

---------- CLE 1 sub/0 eth PRICE Regular: $79.00
New Attorney: $40.00
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The discussion will highlight selected topics on wealth planning for individuals in partnerships holding appreciated assets, including goodwill. Observations as to which transfer planning strategies hold greater promise than others, looking at the valuation process in general in valuing interests in unincorporated entities, working with expert valuation appraisers both during the reporting and tax controversy and litigation process, work product and privilege issues in the event an audit occurs, impact of the centralized partnership audit rules.

Recorded at the Estate Law Institute in November 2022.

Practice Areas


Jerald D. August Esq. Fox Rothschild LLP (Phila)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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