MBA On Demand

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

  • 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

MBA On Demand System Requirements
Click here to review On Demand system requirements and an On Demand product demonstration. Click here for information on how to access your purchased On Demand programs.

If you have questions regarding On Demand products or how to use the software, e-mail or call MBA Education Coordinator Andrew Gorman at (617) 338-0540.

Click here to view an MBA On Demand Orientation Video.

On Demand On Demand
Presentation Date: May 17, 2012
Runtime: 1:30.00
CODE: TAA12
NOTE: This is an On Demand product.
With registration for this product you can conveniently watch an archived MBA program from the comfort of your home or office, at a time that suits your schedule. When you register, you will receive a permanent link to the program in addition to the program's ePublication. Your My Resources profile will also contain permanent links to both products if you wish you review the program's archived presentation. The archived version of this program will not be available until after the date of the on-site program.

MBA On Demand System Requirements
Click here to review On Demand system requirements and an On Demand product demonstration.
With registration you will receive the following resource package: Permanent links to program's e-publication and On Demand presentation are located in your My Resources profile.
The MBA only offers Certificates of Attendance to individuals who attend education programs in person. Certificates are not available for participation in recorded On Demand and Real-time Webcasts.
Registration
MBA Sponsoring Section Member$15.00
MBA Paralegals$15.00
MBA Law Students$15.00
MBA New Admittee$15.00
MBA Member$25.00
Non-member$50.00

Related Products

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