The Westin Bonaventure Hotel
Los Angeles, CA
Review key considerations in dividing property among beneficiaries, including income and transfer tax issues, distributive mechanics and special problems with California real property. Spousal allocations among survivor’s, marital and credit shelter trusts raise special issues relating to community property and preserving income tax benefits. Allocations to subsequent generations raise a whole host of separate issues, including how to preserve property tax benefits and basis reporting under both old and new IRS regulations.
Speakers:
Daniel Lorenzen, Counsel, Venable LLP
Elizabeth Glasgow, Partner, Venable LLP
Visit the USC Gould School of Law event page for more information.