Name
OBIT Provisions
Date & Time
Thursday, September 22, 2022, 3:15 PM - 4:30 PM
Speakers
Description
How to incorporate language into irrevocable trusts to achieve optimal tax results at a trust beneficiary’s death, including formula clauses that maximize stepped up basis while minimizing estate taxes, the so-called OBIT provisions.
Meeting Location
Norfolk, 2nd Floor