Friday, October 1, 2004

Three Tax Profs are making presentations today at the 39th Annual Southern Federal Tax Institute in Atlanta:

• Norvie Lay (Louisville) presents Estate Planning for the Migrant Executive at 8:00 am EST:

Clients frequently acquire property rights in a community property state and carry those rights to a common law state in which their divorce or death occurs. This presentation will examine those property rights and discuss the estate planner’s options and responsibilities in dealing with them.

• John Bogdanski (Lewis & Clark) presents Determining Fair Market Value: An Update at 9:00 am EST:

Valuation has been at the heart of estate and gift tax planning for many years, and courts have frequently addressed differing valuation approaches and competing legal theories. This presentation provides a review and analysis of recent developments in this area.

• Stanley Johanson (Texas) presents Recent Estate Planning Developments at 1:15 pm EST:

Significant court decisions, rulings, and statutory and regulatory developments relating to federal trust and wealth transfer taxes.

For the full 5-day program, which lists all speakers and topics, see here.