[EstGift] FLP QUESTIONNAIRE

Robin L. Neal rlneal at actec.org
Mon Sep 29 13:22:53 PDT 2008


Please see the message below sent on behalf of David Pratt.

 

 

Committee Members: 

 

In preparation for our report at the Estate and Gift Tax and Business
Planning Committee meetings in Savannah regarding FLP audits, please
complete the attached questionnaire and return it to David Pratt as soon as
possible via e-mail (dpratt at proskauer.com) or fax (561-241-7145).  As you
will recall, we have been compiling your responses and presenting then in
summary form at committee meetings.  Please only include settlements that
have not been previously reported.

 

David Pratt and Peter Brown 

 

 

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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