LIVE WEBCAST (Eastern Time): Wednesday, September 8 / 12:00 noon–1:30 p.m.

Program Level: Advanced

Price: $119.00

This program is also being offered as a TELEPHONE REPLAY:

Thursday, September 23 / 12:00 noon—1:30 p.m. (Eastern Time)

For details and to register, click on TELEPHONE REPLAY.

COURSE PURPOSE

Learn how to cope with and take advantage of the strange environment in which estate planners find themselves this year.

• How should your documents be changed to deal with the carryover basis rules?

• What types of gifts should and should not be made this year?

• To what extent should generation-skipping transfers be deferred past 2010 or accelerated into 2010?

The speakers also will discuss the use of various types of formula gifts to avoid unintended taxes if Congress retroactively reinstates the estate and GST taxes. Hear the latest news on the estate tax and be up to date with the current state of legislative attention to this topic, and the likelihood of further action in 2010.

FACULTY

All three presenters are nationally known speakers at advanced estate planning and tax seminars, including programs sponsored by the NYU Federal Tax Institute, the University of Miami-Heckerling Estate Planning Institute, the Southern Federal Tax Institute, ALI-ABA, the ABA, the American Institute of Certified Public Accountants, and others too numerous to mention. Each one is a Fellow in the American College of Trust and Estate Counsel. Each is the author or co-author or editor of numerous articles, treatises, and monographs.

Farhad Aghdami, Williams Mullen / Richmond
Farhad Aghdami is chair of the Tax Department at Williams Mullen. His practice focuses on business succession planning, entity formation and structuring, mergers and acquisitions, and wealth preservation. In addition, Mr. Aghdami has extensive experience in federal income, estate, and gift taxation. He advises clients on a range of business-oriented problems and issues and in structuring complex business arrangements and transactions; he also assists in connection with clients’ personal financial affairs and wealth transfer planning.

Charles D. (Skip) Fox IV, McGuireWoods LLP / Charlottesville
Charles D. (“Skip”) Fox IV is a partner in the Charlottesville office of the law firm of McGuireWoods LLP. Prior to joining McGuireWoods in 2005, he practiced for twenty-five years with Schiff Hardin LLP in Chicago. Mr. Fox concentrates his practice in estate planning, estate administration, trust law, charitable organizations, and family business succession. He teaches six courses at the American Bankers Association National Trust School and National Graduate Trust School, where he has been on the faculty for over twenty years. Mr. Fox was an Adjunct Professor at Northwestern University School of Law, where he taught from 1983 to 2005, and is currently an Adjunct at the University of the Virginia School of Law.

Howard M. Zaritsky, Attorney at Law / Rapidan
Howard M. Zaritsky is an attorney who consults with other attorneys on estate tax and estate planning issues and serves as an expert witness on estate and trust administration and planning and related income, estate, gift, and GST tax questions. He was for 20 years a partner in the Fairfax law firm of Zaritsky & Zaritsky, where his practice was limited to estate planning and administration and related tax matters. Mr. Zaritsky is also a Fellow with the American College of Tax Counsel.

Click the REGISTER button. (You will be taken to our video streaming site.) Then click Add To Shopping Cart to purchase the online seminar.