Webinar
10.22
October 22, 2024: 6:00PM - 7:00PM GMT
Legacy Leaders: Estate Planning for Business Owners
Jennifer Jordan McCall will speak at this webinar, hosted by NewEdge Wealth.
Event Contact
Meredith Kintner
Meredith Kintner
Join us for a webinar hosted by Robin Petty, managing director and head of wealth strategy at NewEdge Wealth, and Pillsbury partner Jennifer Jordan McCall, as they discuss the Internal Revenue Code Section 2036(a) in the context of business entity planning, such as gifts of corporate, partnership and limited liability company interests to irrevocable trusts. Their presentation will address the current statutory and regulatory framework, as well as case law on the subject and suggested planning structures to comply with existing law. They’ll also address strategies to minimize and manage audits involving section 2036 issues and practical tips to avoid “traps for the unwary” in an evolving and increasingly regulated legal landscape.
We hope to see you there.
For more information or to register, please visit the event page.
Recording available here.
Pillsbury Panelist
Jennifer Jordan McCall
Partner
Additional Panelist
Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth
Co-Hosts
Pillsbury Law
NewEdge Wealth