[EstGift] FW: ACTEC Estate and Gift Tax Committee Materials -- PART 1 OF 2

[Virna Tavarez]

Virna J. Tavarez, CMP

310-398-1888 x11

 

From: lura.battle at hklaw.com [mailto:lura.battle at hklaw.com] 
Sent: Friday, February 26, 2010 1:22 PM
To: vjtavarez at actec.org
Cc: mil.hatcher at hklaw.com
Subject: ACTEC Estate and Gift Tax Committee Materials -- PART 1 OF 2

 

 Ms. Tavarez,

Mr. Hatcher asked that I send you the following documents.  He further asks
that you send the entire package, including the minutes from Tom, by emailed
to the Estate and Gift Tax Committee members and to be posted on the
website. 

Because of the size of the file, the documents will be sent in two parts:

PART 1 OF 2

1.	ACTEC_Estate_and_Gift_Tax_Committee_Agenda 
2.	Recent_FLP_and_Valuation_Developments 
3.	Estate_Tax_Uncertainty_and_Other_Hot_Topics 

PART 2 OF 2

1.	The_Impossible_Has_Happened 
2.	IRS_Issues_Notice Regarding Section 2511(c) 
3.	Formula_Clauses:  hedging Value and Legislative Risks 
4.	Virginia_Legislation_on_Formula_Clauses 
5.	2010_Florida_Legislation

Thank you.

 

Best regards,

 

Lura Battle | Holland & Knight
Assistant to W. Reeder Glass, Milford B. Hatcher Jr. and William M. Rich
1201 West Peachtree Street, N.E., One Atlantic Center, Suite 2000 | Atlanta,
GA 30309
Phone 404.898.8137 | Fax 404.881.0470
 <mailto:lura.battle at hklaw.com> lura.battle at hklaw.com |
<http://www.hklaw.com/> www.hklaw.com 

________________________________________________

 <http://www.hklaw.com/vcard.aspx?user=Lbattle> Add to address book 

              

 

  _____  

To ensure compliance with Treasury Regulations (31 CFR Part 10, Sec. 10.35),
we inform you that any tax advice contained in this correspondence was not
intended or written by us to be used, and cannot be used by you or anyone
else, for the purpose of avoiding penalties imposed by the Internal Revenue
Code.

  _____  

NOTE: This e-mail is from a law firm, Holland & Knight LLP ("H&K"), and is
intended solely for the use of the individual(s) to whom it is addressed. If
you believe you received this e-mail in error, please notify the sender
immediately, delete the e-mail from your computer and do not copy or
disclose it to anyone else. If you are not an existing client of H&K, do not
construe anything in this e-mail to make you a client unless it contains a
specific statement to that effect and do not disclose anything to H&K in
reply that you expect it to hold in confidence. If you properly received
this e-mail as a client, co-counsel or retained expert of H&K, you should
maintain its contents in confidence in order to preserve the attorney-client
or work product privilege that may be available to protect confidentiality.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: http://mailman.fsr.com/mailman/private/estgift/attachments/20100226/df855721/attachment-0001.html 
-------------- next part --------------
A non-text attachment was scrubbed...
Name: ACTEC_Estate_and_Gift_Tax_Committee_Agenda_1_Feb_26_2010_15_47_56_584.pdf
Type: application/pdf
Size: 27090 bytes
Desc: not available
Url : http://mailman.fsr.com/mailman/private/estgift/attachments/20100226/df855721/attachment-0003.pdf 
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Recent_FLP_and_Valuation_Developments_2_Feb_26_2010_15_47_56_584.pdf
Type: application/pdf
Size: 426180 bytes
Desc: not available
Url : http://mailman.fsr.com/mailman/private/estgift/attachments/20100226/df855721/attachment-0004.pdf 
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Estate_Tax_Uncertainty_and_Other_Hot_Topics_1_Feb_26_2010_15_45_10_588.pdf
Type: application/pdf
Size: 5191068 bytes
Desc: not available
Url : http://mailman.fsr.com/mailman/private/estgift/attachments/20100226/df855721/attachment-0005.pdf