Friday, January 19
8:30AM - 11:30AM
Estate and Gift Taxes
Chair: John F. Bergner, Winstead Sechrest & Minick PC, Dallas, TX
8:30am Opening Remarks by the Chair.
8:35am Current Developments. This panel will discuss recent
developments in estate and gift tax planning and
administration. Speakers: Eric Carter, Giordani Schurig
Beckett & Tackett LLP, Austin ,TX ; Stacey Delich-
Gould, Sullivan and Cromwell LLP, New York, NY;
Catherine V. Hughes, Office of Tax Policy, Department of
Treasury, Washington, DC.
9:00am Relationship Dissolution Planning. This speaker will
discuss planning and drafting issues related to
dissolution of marriage and domestic partner
relationships. This will include prenuptial and
postnuptial agreements and issues related to the transfer
and re-titling of assets in contemplation of a relationship
dissolution. Speaker: Elaine Bucher, Proskauer Rose
LLP, Boca Raton, FL.
9:35am Utilization of Defined Valuation Adjustment Clauses.
This presentation will discuss the kinds of clauses
available, how the IRS reacts to them and their
effectiveness. Speaker: Ronald D. Aucutt,
McGuireWoods, McLean, VA.
10:15am Common Estate Tax Audit Triggers and How to Avoid
Them. This presentation will review and analyze ten
important Federal Estate Tax Return audit issues
(excluding limited partnership issues) and discuss
techniques to minimize a taxpayer''s exposure. Speaker:
Jill Miller, Jill Miller & Associates PC, New York, NY.
10:55am Intellectual Property Rights In Estate Tax Strategies.
Attorneys are patenting and trade marking estate and tax
planning techniques. This presentation will analyze the
efficacy of these patents and trademarks and how
attorneys can minimize the risk of infringement. Speaker:
William C. Weinsheimer, Foley & Lardner LLP, Chicago,
IL.
