[EstGift] [filtered] Fall meeting - a last request or two

[Kaufman, Beth Shapiro]

Dear Committee Members,

I have two good topic suggestions but no speakers for these topics.  If you or someone you know in ACTEC would be a fantastic person to address one of these topics, please email me directly.


  *   Planning for the family vacation home (there was a lot of interest in this topic expressed on the ACTEC-PRAC listserve)
  *   Discussion of Sergio Pareja’s article “The Incapacitated Grantor and the Revocable Trust:  Unnecessary Tax Complexity and a Reform Proposal” (article at https://www.americanbar.org/digital-asset-abstract.html/content/dam/aba/publishing/tax_lawyer/vol76/763/2-incapacitatedgrantor-pareja-ttl-spr23-pp487-534.pdf is accessible to ABA members)

I look forward to seeing everyone later this month!

Best regards,
Beth

Beth Shapiro Kaufman​
Partner
National Chair, Private Client Services
Lowenstein Sandler LLP
T: (202) 753-3787<tel:(202)%20753-3787>
[cid:image952070.png at 055ACFAF.835F64B0]

________________________________

This message contains confidential information, intended only for the person(s) named above, which may also be privileged. Any use, distribution, copying or disclosure by any other person is strictly prohibited. In such case, you should delete this message and kindly notify the sender via reply e-mail. Please advise immediately if you or your employer does not consent to Internet e-mail for messages of this kind.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists2.fsr.net/pipermail/estgift/attachments/20231001/a9216f22/attachment.html>