Strategies and Pitfalls Learned from Recent Court Cases
A review of 2009 and 2010 major court cases and IRS rulings in the estate planning arena. Some estate planning strategies now seem to be on more solid footing than ever. Some strategies were undermined by careless execution on behalf of professionals and taxpayers. We will introduce you to concepts learned from analyzing these cases so that you can incorporate them into your practices.
Scott Soelberg is currently serving on our Board nearing the end of two years of service. Shaun Olsen served as President of our council in 2008.
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