OBA Trusts and Estates Law PROGRAM | 12:00 PM to 2:00 PM (ET)
Understanding the tax implications of death is essential to developing an effective estate plan. This program will examine key issues, planning techniques, and practical considerations, including:
- Key tax issues that arise on death, including the interaction between the deemed disposition rules and the tax issues associated with use of corporate assets to pay a taxpayer’s terminal tax liability from the deemed disposition of the corporation’s shares
- Commonly-used planning techniques such as loss carryback planning, pipeline transactions, and other post-mortem strategies
- The importance of estate freezes and how to use inter vivos trusts to make your estate plan more tax efficient
- Practical considerations, recent developments, and common pitfalls to help you navigate these complex rules and achieve more tax-efficient outcomes for estates and beneficiaries.
Register now to secure your spot!
PROGRAM CHAIR
Robert Santia, Partner, Aird & Berlis LLP
PROGRAM DETAILS
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| Date: |
Tuesday, September 29, 2026 |
| Time: |
12:00 pm - 2:00 pm Program (ET) |
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PROGRAM PRICE
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CBA Member: $125* | CBA Student Member: $70* | Non-Member: $184*
(includes e-materials access, where available) *plus applicable taxes
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