Course book included with all formats
The way tax basis is used in planning with trusts and LLCs is changing. Old techniques can now do more harm than good. This focused tax guide outlines the new rules and planning approaches you need to master to offer your clients effective estate planning advice. Make the best use of the step-up in tax basis - order today!
10:00 am to 5:00 pm Eastern Standard Time
JOSEPH M. HIGGINS is a business lawyer and senior counsel with Foley & Lardner LLP, in its estates and trusts practice. Mr. Higgins focuses his practice primarily on estate planning and administration, representing owners of closely-held businesses, private equity fund principals, and other ultra-high net worth individuals and their families across the country in connection with tax-efficient wealth transfers, charitable giving, and business succession planning. Mr. Higgins earned his B.A. degree from Carthage College and his J.D. degree from the University of Wisconsin Law School.
NEAL B. JANNOL is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients; the representation of individual and corporate fiduciaries; and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.
ROGER J. McCLURE is a practicing attorney with Washington Wealth Counsellors®PC, and has more than 35 years of experience. He maintains a business, estate and charitable planning law practice based in Virginia. He has conducted civil and criminal trials in local courts; represented creditors in bankruptcy proceedings; and litigated antitrust and trade regulation cases involving the largest corporations in America in federal regulatory proceedings. Mr. McClure served 10 years in the Virginia Legislature (House of Delegates). Through WealthCounsel and his professional associations, he works with professionals in every state to assist their clients in solving problems and enhancing planning. Mr. McClure holds an undergraduate degree in international studies; a master's degree in political science from Northwestern University; and his J.D. degree, with honors, from The Ohio State University Law School.