[EstGift] Estate and Gift Tax Committee -- Tentative Agenda for Baltimore

[ZeydelD at gtlaw.com]

Dear Committee Members:
 
Having heard from only a few of you, I have put together a tentative
agenda for our meeting below.  I still need several volunteers -- who
will be chosen by me if I do not hear from you by the end of the week.
I have volunteered a few of you already and am warning you by copy of
this email.  If you need me to supply an understudy for you, please let
me know.
We have room for one or two additional topics and I welcome your
suggestions.
 
I look forward to seeing all of you in Baltimore.  The meeting is on
Saturday afternoon, October 16th at 2:30 pm
 
Best, Diana
 
Diana S.C. Zeydel
Shareholder 
Greenberg Traurig, P.A. | 1221 Brickell Avenue | Miami, FL 33131
Tel 305.579.0575 | Fax 305.579.0717 

ZeydelD at gtlaw.com | www.gtlaw.com <http://www.gtlaw.com/> 

 Greenberg Traurig<http://www2.gtlaw.com/files/GTLogo.jpg> 
 
 
2:30 - 2:35 

Introduction and Administrative Matters

 

Diana Zeydel

 

Appointment of Secretary for the Meeting

 

Diana Zeydel

2:35 - 2:40

Approval of Minutes

 

 

2:40 - 2:50

Legislative Update

 

Ron Aucutt

2:50 - 3:05

Stick and Graegin Loans

Jensen and Built-in Gains

 

 

3:05 - 3:20

Fisher and 2703  -- Where are we going?

 

Jonathan Blattmachr

3:20 - 3:35:

Stewart and 2036

 

Mil Hatcher

3:35 - 3:45

FLP Questionnaire

David Pratt

3:45 - 3:55

Breakiron and Doctrine of Rescission 

 

 

3:55 - 4:10

Current Thoughts on GST planning for 2010

 

Carlyn McCaffrey

 

4:10 - 4:20

Sale of Assets to Spouse's Grantor Trust

 

Randy Harris

4:20 - 4:35

IRS FAQs and 2010 Administration -- How are we doing?

 

4:35 - 4:45

Ruling Pot Pourri -- 

PLR201025021 (Late QTIP Election), PLR201033025 (Decanting), 

PLR201033023 (Alternate Valuation) and CCA201024059 (Adequate
Disclosure)

 

4:45 - 4:50

PTIN and ACTEC Letter

 


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