[EstGift] [filtered] ACTEC FALL MEETING - ESTATE AND GIFT TAX MATERIALS

[Robin L. Neal]

Please see the attached documents for the Estate and Gift Tax Meeting, Oct.
25, 3:00 p.m.  The agenda was e-mailed previously by Milford Hatcher, on
Oct. 6.

 


1.       Estate and Gift minutes


2.       Bergquist v. Commissioner


3.       Bianca Gross case summary


4.       Birthday Gifts Family Vacations and Moral Obligations to Support -
Bart  


5.       ATI_2334020_1_ACTEC Letter re IRC Code Sec 2032 (as filed with
IRS).pdf

 

 

Robin Neal

Committees Coordinator

American College of Trust and Estate Counsel

3415 S. Sepulveda Bl., Ste. 330

Los Angeles, CA 90034

(310) 398-1888 ** fax (310) 572-7280

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