[EstGift] ACTEC Estate and Gift Tax Committee Material

[Mickey Davis]

The Estate and Gift Tax Committee will meet at The Worthington Renaissance Hotel in Fort Worth on Saturday, October 26 from 2:45-5:15 pm<x-apple-data-detectors://0>.  The meeting will be held in Brazos I, II and Corridor.


*        Our agenda includes the following:

*        SCINs: Recent Developments

*        Wealth Planning Strategies in Light of Portability

*        DOMA Developments

*        Case Law Update: Steinberg v. Comm'r

*        Avoiding the Adverse Effects of Huber

Our Open Forum Topic:  The Delaware Tax Trap: Its Use in Obtaining Basis at the  Death of the Surviving Spouse

The materials for the Committee discussion are now available at the following link:  http://tinyurl.com/ACTEC-F13-EstGift
I look forward to seeing "y'all" in Fort Worth!

Mickey R. Davis
Davis & Willms, PLLC
Fellow, American College of Trust and Estate Counsel
Board Certified - Estate Planning & Probate Law Texas Board of Legal Specialization
3555 Timmons Lane, Suite 1250
Houston, Texas 77027
(281) 786-4502 voice
(281) 742-2600 fax
mickey at daviswillms.com<mailto:mickey at daviswillms.com>   |   www.daviswillms.com<http://www.daviswillms.com/>
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