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Tax Basis Planning -- less on basis rules and more on planning ideas

  • Tuesday, January 22, 2019
  • 4:30 PM - 7:30 PM
  • Michael's on East

Registration

Tax Basis Planning -- less of basis rules and more on planning ideas
 Speaker: Lester B. Law, Franklin, Karibjanian & Law, PLLC

The 2017 Tax Act makes basis more important for most clients.  This presentation discusses how to determine basis and the use of such techniques as gross estate includible non-marital trusts, contingent general powers of appointment, up-stream power of appointment trusts, and opt-in community property trusts.

Registration Deadline:  Thursday, January 17, 2019
Guest fee is $80.00.  
Please submit payment to: SWFEPC for all guests.

Event Location:
MICHAEL'S ON EAST       
1212 S. East Ave
Sarasota, FL 34239

Event Time:
Registration & Social 5:15pm
Presentation and Dinner 6:00 - 7:30pm

  
invitation code:  Law012219

Sponsored By:

 

  		    

Lester B. Law is a member of Franklin Karibjanian & Law PLLC where he focuses on estate and trust planning, business succession planning, estate and trust administration, and income tax matters.  He has worked with many entrepreneurs and their families advising them on business succession planning, including dealing not only with the transactional and tax matters, but also with family dynamics and other related issues.

Lester is a Fellow of the American College of Trusts and Estates Counsel (ACTEC), and serves on the Fiduciary Income Tax and Transfer Tax Study committees.   An active member of and board certified in Wills Trusts and Estates law by the Florida Bar, Lester has held many leadership roles at the Florida Bar’s Real Property Probate and Trust Law Section, including chairing committees, being an editor of the Tax Notes for the Florida Bar Journal and currently co-chairing a subcommittee exploring the utility of Community Property Trusts in Florida.   

Lester is a member of the Florida and District of Columbia Bars and divides his time between Naples and Washington, DC. He has lectured for the past decade at the Florida Banker’s Trust School, was an adjunct professor at the Ave Maria School of Law, and will also serve as an adjunct professor at the University of Miami School of Law, Graduate Estate Planning Program.  Lester is a nationally recognized speaker co-author of a book on estate planning titled, Tools and Techniques of Trust Planning.  Lester is rated AV® Preeminent™ by Martindale Hubbell.  Prior to law school, Lester was a CPA in Florida with PriceWaterhouseCoopers (formerly Price Waterhouse) for several years.


Registration Instructions:
ONLINE RSVP PROTOCOL

To RSVP for the January 22nd, 2019 meeting:

  1. Members must RSVP no later than Thursday, January 19, 2019.
  2. Click this link which will bring you to the Community Foundation Registration site:
    Click Here to Register    
  3. If you have previously established a login at the Community Foundation enter your User ID and Password; Leave "Login As" option button as User.

    **If you need your password reset, please email Barbie Gonzalez at BGonzalez@CFSarasota.org        

  4. If you haven’t previously established a login select: First Time User – Sign Up.

  5. Once you have logged in: 

    1. Enter the Invitation Code: Law012219 (case sensitive) and click “verify”
    2. Review your personal information, which will be used for your CE
    3. Check the CE Certificate category that applies to you.  Provide the last four digits of your SSN for CFP credit.   
    4. If you are registering a guest, please provide your guest’s full name and phone number.
    5. Click Submit and Continue with Registration. You will receive an email confirmation immediately after submitting.    


Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:
admin@swfepc.org

Address:
PO Box 2098
Sarasota, FL 34230