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About the Teleseminar
New Year 2013 marks the third consecutive year in which estate and gift tax laws are in a state of substantial flux. Exemption amounts and rates have varied widely and changed unpredictably in the last several years and New Year 2013 is expected to herald substantial new changes again as Congress alters the historically high exemptions and low rates of 2012. For larger and smaller estates, planning must change to reflect changes to the law which will impact more client estates than before. This program will provide you with a practical guide to major changes in the estate and gift tax law in 2013, planning opportunities (and traps) under the new tax regime, and discuss how the new law impacts existing plans.
Day 2: January 9, 2013:
- Growing importance of using defined value clauses in an environment of lower exemptions and higher rates
- Strategies for smaller estates under $2 million
- Advanced gifting strategies – GRATs, installment sales to intentionally defective irrevocable trusts, and more
- Role of sophisticated trust planning under the new law
About the Speakers
Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies. Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company. She also practiced law with Weil, Gotshal & Manges in New York City. Ms. Christerson is the author of the monthly newsletter “Tax Topics." She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.
Renee M. Gabbard is a partner the Costa Mesa, California office of Paul Hastings, LLP, and leads the firm’s west coast private client practice group. Her practice focuses exclusively on representing privately held businesses, high net worth clients and charitable organizations. Her areas of practice include all aspects of income, capital gains, gift and estate tax planning, charitable planning, and advanced wealth and business succession planning. She has written and spoken widely on estate and trust planning topics. Ms. Gabbard received her B.A. from the University of Southern California and her J.D. from New York University School of Law.
Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families. A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine. Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.
David T. Leibell is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where he has an extensive estate, trust and charitable giving practice. He previously worked in the financial services industry, specializing in the financial aspects of estate planning. Mr. Leibell is a frequent lecturer on fiduciary topics throughout the United States, and has authored many articles on charitable, estate and tax planning topics. He is the author of a monthly column in “Trusts & Estates” magazine. He also authors a column for “Registered Representative Magazine.” Mr. Leibell received his B.A. from Trinity College and his J.D. from Fordham Law School.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning and Probate Law Specialty Credit Hour (Tentative)