NVEPC Membership Meeting: Finding Basis - It's Not Always Where You Thought it Was

Date: Tuesday, October 22, 2019
Time: 11:30am - 1:30pm
Location: Maggiano's Tysons Corner - Tysons Galleria, 2001 International Dr, McLean, VA 22102
Speaker: Howard M. Zaritsky, J.D., LL.M

Join us on Tuesday, October 22, 2019, for our Membership Meeting on "Finding Basis - It's Not Always Where You Thought it Was", presented by Howard M. Zaritsky, J.D., LL.M.

 

About the Presentation:

Since the 2017 tax law changes, maximizing basis has quickly overtaken minimizing estate taxes as the primary tax goal of many clients. This raises new planning questions that demand new answers. 

The presentation will cover questions like:

  • How do you draft (or modify) a nonmarital trust to allow inclusion of some or all of the appreciated assets in the surviving spouse's gross estate in order to maximize basis adjustments? 
  • How do you modify an existing irrevocable trust to cause inclusion of its appreciated assets in the gross estate of a grantor who suddenly has unused exemption amount?
  • How do you obtain a basis increase on both halves of joint property when the first spouse dies, and again when the surviving spouse dies?

About the Speaker:

 

Howard M. Zaritsky, J.D., LL.M 

Howard M. Zaritsky is an attorney and a retired partner in the firm of Zaritsky & Zaritsky, in Fairfax, Virginia, where his practice was limited to estate planning and administration and related tax matters. He has been a lecturer at most major tax and estate planning institutes, including the University of Miami (Heckerling) Estate Planning Institute, where he is a member of the advisory committee.

He is the author and co-author of numerous articles and treatises, including, Tax Planning for Family Wealth Transfers During Life and Tax Planning for Family Wealth Transfers at Death, both published by Thomson-Reuters/WG&L. He is a Fellow of the American College of Trust and Estate Counsel and the American College of Tax Counsel, a member of the Virginia State Bar, and former Chair of the Virginia Bar Association Section on Wills, Trusts & Estates. Mr. Zaritsky lives on a farm with his wife and several groundhogs, near the thriving metropolis of Rapidan, Virginia.
 

This event is approved for 1.0 CFP credit.

 

This Event is Sponsored By:

 

 

 

 

 

 

 

 

Cancellation Policy: Guest registrations can be cancelled up to three (3) business days before the event, and must be in writing via email.  If the NVEPC member, or their guest, does not cancel the guest’s event registration or does not attend the event, then the NVEPC member will be charged the full guest fee.

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