New York University Summer Institute on Taxation: Institute on Federal Wealth Taxation

July 22, 2010
New York University
New York University

Join Fox Rothschild attorney Guy B. Maxfield at the New York University Summer Institute on Taxation: Institute on Federal Wealth Taxation


Guy B. Maxfield will delve into the intricate issues of federal wealth taxation in three separate sessions on July 22 and 23.

Update on the Planning for Creating, Operating and Unwinding Family Limited Partnerships

Presenter: Guy Maxfield
July 23
1:15 to 3 p.m.

Family limited partnerships is an area of law that can be daunting to navigate. Learn from recent case law in this area and a series of hypotheticals that suggest planning opportunities as well as cover traps for the unwary, and learn about relevant transfer and income tax issues.

Now That the Estate and Generation-Skipping Transfer Taxes Have Been Repealed for 2010...What’s Really Going To Happen?

Presenter: Guy Maxfield
July 23
3:15 to 4:30 p.m

The repeal of the estate and generation-skipping transfer taxes per the phase out rule under EGTRRA poses current problems and issues for estate planners and tax advisors to consider. Topics to be covered include:

  • Use of protective formula clauses in drafting marital deduction bequests
  • The legality of any retroactive repeal of the "repeal" for 2010
  • The prospects for legislation this year
  • Planning ideas that should be considered in light of the current uncertainty in the transfer tax system

Fox Rothschild is a sponsor of this program.