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Defined Value Clauses: Drafting & Avoiding Red Flags: Live Replay Audio Webcast | WebCredenza
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8/3/2020
When: Monday, August 3, 2020
Log-In: 12:45 PM | Program: 1:00 PM - 2:00 PM
Where: Audio Webcast: WebCredenza

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You will access this CLE program through a third-party website. 

        
CLE Credits: 1.0

Formula and defined value clauses are used in estate planning to attempt to “fix” the value of property transferred in a lifetime gift, testamentary transfer, orsale.  These clauses are also frequently used in marital deduction and credit shelter trusts, and GST allocations.  Carefully drafted formula clauses can withstand IRS scrutiny and optimize tax outcomes for a client’s estate. But the IRS is aggressive in challenging formula clauses as not reflecting economic reality and understating the value of the property transferred. This program will provide you with an in-depth discussion of the uses of formula clauses, regulatory and case law developments, and practical guidance in drafting clauses to avoid red flags and withstand IRS scrutiny.

 
Speaker:
TBA

Registration Fee: $65

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For a refund call WebCredenza at 
866-879-9236.
CREDITS/CERTIFICATE
This program must be completed on the scheduled time and date in order to receive live credit.  Once completed you will receive your certificate from the Maine State Bar Association.

If viewed after the program you will receive 
general self-study credit provided by WebCredenza  

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866-879-9236

Maine Bar Association 124 State St. Augusta, ME 04330