Practical Estate Planning Opportunities Using FLPs

April 4, 2007

Every estate planner needs to understand the complex law of Family-Limited Partnerships (FLPs). Join us as we explore the set of recent decisions from the Tax Court and various circuit courts that have addressed the application of the Byrom Principle to family-limited partnerships, as well as the meaning of the bona fide sale parenthetical to the "string provisions."

Agenda

Find out how to:

• Decide if a Family-Limited Partnership will work for your client
• Where and how to set up a FLP
• Fund the Family-Limited Partnership
• Handle any Income Tax and Valuation issues

Locations

April 11, 2007 - Philadelphia, Pennsylvania
April 18, 2007 - Mechanicsburg, Pennsylvania
April 25, 2007 - Pittsburgh, Pennsylvania

Presenter:

Guy B. Maxfield