NV Ultimate Estate, Retirement & Financial Planning Conference Seminar

October 22, 2008
Monte Carlo Resort & Casino Las Vegas Blvd Vegas, NV
Estate Planning for the Closely Held Business
Presented by Dan Daniels, Wiggin and Dana, Stamford

Thursday, October 23
8:10 - 9:10 am

  • Strategies for buy/sell agreements, GRATs, sales to defective trusts
  • Private foundations, charitable lead trusts
  • Techniques on passing large businesses on a tax favored basis (while keeping control of the business in the family)

Optional Pre-conference Seminar

Generation-Skipping Transfer Tax: Common Mistakes and How to Prevent Them
Presented by Dan Daniels, Wiggin and Dana, Stamford

Wednesday, October 22
1:30 - 2:40 pm

  • "Name that Transfer" quiz (with answers)
  • What GST vocabulary really means
  • Trouble-shooting common mistakes in planning and gift tax returns
Click here for more information.