This program reviews ten key Revenue Rulings that should be part of every estate planner’s portfolio, provides a summary of the provisions of each ruling, and where applicable, discusses what prompted the Department of Treasury to issue the ruling. The panel also introduces practical planning tips for employing the rulings with illustrations of how these rulings have changed the way estate planners practice.
Speakers:
Chris Sega, Esq., Venable LLP
Taylor Bechel, Venable LLP
Kate Ward, Venable LLP