The most important opinion of 2021: Yours. Provide your feedback through MSBA's membership survey. TAKE THE SURVEY TODAY

Estate Planning Evening Series – Gift Planning and Business Valuation

Description

Gift Planning and Business Valuation

  • Advantages of Lifetime Giving
  • Annual Exclusion Gifts and “Qualified” Transfers
  • 529 Plans
  • Use of Trusts in Gifting
  • Charitable Trusts Planning
  • Basis Considerations and Other Tax Issues
  • Business Transfer and Valuation

Lisa A. Stern, Esq.

Course Level
TBD
Professional Area of Focus
Estate and Trust Law
Paralegal
Elder Law
General Practice
CLE Field of Study
Continuing Education Legal Credit
2
Instructor(s)
Lisa Stern
Register Now
When
Available 24/7
Location
Online
Total CLE Credits
2
Format
On-Demand

MEMBER


$ (% off)
$249.00

NON-MEMBER


$ (% off)
$279.00
Become A Member

Register for this Course

Estate Planning Evening Series – Gift Planning and Business Valuation