[EstGift] Rancho Mirage Annual Estate and Gift Tax Committee Meeting
Milford B. Hatcher
mbhatcher at jonesday.com
Wed Feb 4 12:22:35 PST 2009
We are rapidly approaching the Rancho Mirage meeting. Diana Zeydel, our
newly appointed Vice Chair (who technically assumes the position after the
annual meeting), and I look forward to seeing you there on March 4.
The following topics have been suggested but need discussion leaders before
they are added to the agenda:
1. GRAT Audits;
2. Marital Deduction Formulae in Light of Higher Applicable Exclusion
Amounts and Volatile Markets;
3. Inter Vivos QTIP and Other Marital Deduction Issues;
4. Joint Purchases; and
5. Powers of Substitution and Section 2036(b).
Please let us know if you are willing to lead any of these discussions or
if you have any other topics which warrant consideration.
Many thanks.
Mil
Milford B. Hatcher, Jr.
Jones Day
1420 Peachtree Street, NE
Suite 800
Atlanta, GA 30309-3053
Telephone: (404) 581-8510
Telecopy: (404) 581-8330
Email: mbhatcher at jonesday.com
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