The New Geometry of Estate Planning: Horizontal and Vertical Planning for Tax Basis Adjustments

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The New Geometry of Estate ...

The New Geometry of Estate Planning: Horizontal and Vertical Planning for Tax Basis Adjustments

This session provides an overview of major takeaways from the SECURE Act and then transition to a discussion of upstream basis planning.

SPEAKERS

Paul M. Hattenhauer, Culp Elliott & Carpenter PLLC, Charlotte
William L. "Bill" Mills IV, Culp Elliott & Carpenter PLLC, Charlotte

PRODUCED
Session from 2020 Annual Tax Section CLE, June 1, 2020

PLANNED BY
NCBA Tax Section

APPROVED CREDIT
North Carolina: 1.00 MCLE/CPE Hour

PROGRAM PRICING
See pricing below.

No longer available for purchase

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The New Geometry of Estate Planning: Horizontal and Vertical Planning for Tax Basis Adjustments

Presentation: 1.0 General 1.0 Total Hour(s) Paul M. Hattenhauer, William L. "Bill" Mills IV, 63 min 1 sec Attendance Check Prompts

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