Watch the latest webinar hosted by Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth, and Jennifer Jordan McCall, Partner at Pillsbury Winthrop Shaw Pittman LLP, as they discussed the Internal Revenue Code Section 2036(a) in the context of business entity planning such as gifts of corporate, partnership and limited liability company interests to irrevocable trusts.
Their presentation addressed the current statutory and regulatory framework as well as case law on the subject and suggested planning structures to comply with existing law. They also addressed strategies to minimize and manage audits involving section 2036 issues and practical tips to avoid “traps for the unwary” in an evolving and increasingly regulated legal landscape.
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