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DTSTART:20191022T153000Z
DTEND:20191022T173000Z
LOCATION:Maggiano's Tysons Corner - Tysons Galleria, 2001 International Dr, McLean, VA 22102
UID:1783120191022T153000ZNVEPC Membership Meeting: Finding Basis - It's Not Always Where You Thought it Was
DTSTAMP:20260510T164140Z
DESCRIPTION:\nJoin 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.\n \n \n \nAbout the Presentation:\n \nSince 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. \n \nThe presentation will cover questions like:\n 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? ------\n\nAbout the Speaker:\n   \n \n   \nHoward M. Zaritsky, J.D., LL.M \n \nHoward 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. \n \nHe 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.\n  \n \nThis event is approved for 1.0 CFP credit.\n \n \n \nThis Event is Sponsored By:\n \n[](https://secure.aadmm.com/)\n \n \n \n \n \n \n \n \n \n[](https://www.themathertysons.com/)\n \n \n \n \n \n \n \n \n  \nCancellation 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.\n
SUMMARY:NVEPC Membership Meeting: Finding Basis - It's Not Always Where You Thought it Was - Northern Virginia Estate Planning Council 
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