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.
Faculty:

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
CODE: TAA12
NOTE: This is an On Demand product.
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Registration
MBA Sponsoring Section Member$0.00
MBA Paralegals$0.00
MBA Law Students$0.00
MBA New Admittee$0.00
MBA Member$0.00
Non-member$50.00

Online registration for this event has closed.
This product is still available OnDemand, a link is listed below under related products.
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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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