In this webinar the presenter will discuss that one can use debt to allow property to obtain a basis step-up at death without incurring estate tax; that one may monetize marketable securities and diversity without income tax; and, the effect of losing a family limited partnership estate tax case on the basis of the partnership’s assets.
Attendees will learn:
The live presentation of this program was approved for 1.0 hour general CLE credit in California and Illinois and 1.2 hours of general CLE credit in Missouri. CLE credit is no longer available for this recording.
Steve's 2nd Quarter 2017 newsletter is available here.
July 11, 2017
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