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New Robert S. Barnett and Stafford Webinar: “Minimizing Capital Gains in Estate Planning”

Join Capell Barnett Matalon & Schoenfeld Partner Robert S. Barnett, JD, MS (Taxation), CPA, and Lawrence M. Lipoff, CPA, TEP, CEBS, a director with CohnReznick for the Strafford-hosted webinar, “Minimizing Capital Gains in Estate Planning: Sales, Notes, Undoing Trusts, Upstream Gifting, Business Interests” on Thursday, January 19, 2023, from 1:00 – 2:00 PM EST.

Discover techniques to minimize capital gains in estate planning and hear discussions on such key estate planning issues as selling and transferring real estate, business interests, and other assets. In addition, the panel will focus on techniques involving the use of trusts, circumstances when undoing trusts may be beneficial, upstream gifting, installment sales, notes, and other critical items for trust and estate advisors.

WHEN: Thursday, January 19, 2023

WHERE: Online

TIME: 1:00 PM – 2:00 PM EST

Ten Free Registrations are Available

If you are among the first ten to register using code ZDFCA, I’m pleased to host you as my guest.

Register Now

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