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May 11th Estate Planning Dinner CLE
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Update on Proposed Changes to Section 2704 - Discounts, Discounts, Discounts

5/11/2017
When: Thursday, May 11, 2017
5:30 PM until 8:30 PM
Where: Fiddlers Elbow Country Club
811 Rattlesnake Road
Bedminster, New Jersey  07921
United States
Contact: Jayne C. Kredatus
908.963.5463

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Greater Middlesex Somerset Estate Planning Council & MCBA
present

Update on Proposed Changes to Section 2704:
Discounts, Discounts, Discounts

Thursday, May 11th @ 5:30 p.m.
Fiddler's Elbow CC, 811 Rattlesnake Road, Bedminster

Speaker:
Lance S. Hall, ASA
FMV Opinions, Inc.

This presentation will cover a number of valuation Court cases dealing with discounts that are not the typical lack of control and lack of marketability discounts normally considered in valuation.  The Court cases covered will include the Estate of Furman, the Estate of Adell, Bross Trucking, the Estate of Freeman, Koblick v. Commissioner, Estate of DiSanto, Astleford v. Commissioner, Gow v. Commissioner, Estate of Newhouse, Adams v. U.S., Estate of Wheeler, Estate of Bennet, Estate of Davis, Estate of Dunn, Eisenberg v. Commissioner, Estate of Welch, Estate of Luton, Estate of LeFrak, Estate of Reiner, Estate  of Magnin, Estate of Wright, Estate of Hendrickson, Estate of Kollsman, Peracchio v. Commissioner, Estate of Kosman, Kerr v. Commissioner, Estate of Mandelbaum,  Estate of Borgatello and many more.
 
The presentation will be a fast paced and entertaining look at how these Court decisions considered discounts beyond the ubiquitous lack of control and lack of marketability discounts normally taken. This information will be helpful for all those who practice in the area of estate planning.

Mr. Georges will discuss the following:

This program has been approved by the BCLE of the Supreme Court of NJ for 1.5 hours of total CLE credit. (Please note that Approved CLE Courses in NJ are Recognized for CLE Credit in NY.)

Registration is through the Greater Middlesex/Somerset Estate Planning Council

To RSVP: RSVP Form or contact Jayne Kredatus @ 908.963.5463/jayne.kredatus@gmail.com.

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