Chapman Hosts Advising Clients Under the New Estate and Gift Tax

Chapman hosts a conference today on Advising Your Clients Under the New Estate and Gift Tax Law:

For clients who died in 2010, should the estate tax or the carryover basis regime be elected?
When should you use new Form 8939?
Portability of unused exemption
Should trusts below $5 million be amended to not use the by-pass trust?

Panelists:

Frank J. Doti (Chapman)
Renee M. Gabbard (Paul, Hastings Janofsky & Walker)
Douglas A. Schaaf (Paul Hastings Janofsky & Walker)
Michael A. Simon (Law Offices of Michael T. Walsh)

About the Author

Paul Caron was named Duane and Kelly Roberts Dean of Pepperdine University School of Law on June 1, 2017. Dean Caron joined the Pepperdine faculty in 2013 after serving as the Dorothy and Leonard Straus Distinguished Visiting Professor of Law in the spring semesters of 2010 through 2013. He served as Associate Dean for Research and Faculty Development at Pepperdine in 2015-2017. Before coming to Pepperdine, he was Associate Dean of Faculty and Charles Hartsock Professor of Law at the University of Cincinnati College of Law.

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Chapman Hosts Advising Clients Under the New Estate and Gift Tax

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