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Events : Strafford Publications CLE Webinar

Strafford Publications CLE Webinar

On Tuesday April 2 from 1:00pm to 2:30 pm Stephen M. Breitstone and Andrew L. Baron of Meltzer, Lippe, Goldstein & Breitstone, LLP and Lawrence J. Macklin of US Trust, Bank of America Private Wealth Management will be conducting a Strafford Publications CLE webinar on Preferred Partnership Freezes in Estate Planning: Navigating IRC Chapter 14 Valuation Rules. For more information click here: Structuring Preferred Partnership Freezes in Estate Planning

This CLE webinar will provide estate planners, advisers and tax counsel with a comprehensive exploration into the planning and structuring challenges and tax benefits of “freeze partnerships” as a tool for inter-generational wealth transfer. The panel will discuss how to determine when freeze partnerships are the optimal vehicle for preserving basis, how to draft the partnership agreement and operating documents to ensure optimal tax treatment, and how to navigate the complex rules of Internal Revenue Code Chapter 14.