General Credit Hours:1
CDs / DVDs may not ship until 4-6 weeks after the original program date below.
When planning with business interests and other hard-to-value assets, formula transfers can be powerful strategies to mitigate gift and estate tax exposure. However, these strategies have also drawn challenges from the IRS. Bo Trudeau will discuss the various types of formula transfer strategies and the body of caselaw that can be used as a guide for practitioners. In addition, he will discuss when certain types of formula transfers may be a better fit than others, as well as best practices for the planning process and potential audit with the IRS.
Original Program Date: May 1, 2024
CLE Credit Expiration Date: November 30, 2025
60 Minutes
Formula Transfers - ̶L̶e̶s̶s̶ More is More
Robert H. "Bo" Trudeau, Ponte Vedra Beach
Course Number:8335
Credit Hours:
General Credit Hours:1
Tax Law Credit Hours:1
Wills, Trusts, and Estates Credit Hours:1