A pre-recorded streaming video replay of one session from the May 2010 live seminar, The Douglas W. Conner 31st Annual Advanced Estate Planning and Administration Seminar. (Learn more about the online seminar format.)
Price: $70.00 (Now includes a downloadable audio version. Learn more.)
Viewable Through: August 31, 2013
The session will focus on the tax and non-tax considerations associated with the retention of business interests in trust. It will include a discussion of fiduciary considerations, diversification issues, and allocation of receipts between income and principal. In addition, there will be a discussion of important tax considerations, such as Code Section 754 elections and special considerations associated with holding S corporation stock.