CLE Programs

Taxation Practice Series: Estate Planning, Basis and Forming a Nonprofit Organization

  • Estate Planning and Gift Tax Issues
  • Tax Basis
    • General rules;
    • Step up in basis at death;
    • Basis of gifts; and 
    • Rules on losses and why you don't make a charitable gift of loss assets.
  • Forming a Nonprofit Organization
    • Massachusetts rules;
    • Private benefit/inurement;
    • Charitable purposes; and 
    • IRS Form 1023, Exemption Application.

Susan Leahy, Esq., program chair
Law Offices of Susan Leahy, Boston

Caitlin M. Cianflone, Esq.
Caitlin C. Smith, Esq., Jamaica Plain

Brian T. Liberis, Esq.
Gilmore, Rees & Carlson PC, Wellesley Hills

Sponsoring Sections:

Taxation Section

Young Lawyers Division

Roundtable with On Demand On Demand
Date:Thursday, May 17, 2012
Time:4:30 PM - 6:00 PM
Location:Massachusetts Bar Association
Conference Room 101
20 West St
Boston, MA, 02111
NOTE: This is an On Demand product.
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Related Products

On Demand: Estate Planning, Basis and Forming a Nonprofit Org
ePublication: Estate Planning, Basis and Forming a Nonprofit Org
Publication: Estate Planning, Basis and Forming a Nonprofit Org
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