[EstGift] [filtered] Getting ready for the Estate and Gift Tax Committee meeting in Chicago -- Help needed

[Kaufman, Beth Shapiro]

Dear Committee Members,
We are just a month away from the Fall Meeting in Chicago and this email has a few requests for help and a few reminders.
Starting with the requests for help:

  *   We need a secretary for the meeting.  Is that you?  Please volunteer if you can, it is not a difficult job.
  *   I have planned a discussion of the Loper Bright decision, and I really need two volunteers to help lead the discussion (along with Chicago lawyer Jenny Johnson, who I have invited as a special guest).  We are in need of one or two people to explain the nuts and bolts of Loper Bright, what the overruling of Chevron means, and what it means for the standard of review that will be applied in tax cases going forward.  Are you a closet constitutional scholar?  Have you thought about these issues?  Please volunteer to help lead this discussion.  You don’t have to prepare any materials, there are plenty of materials already out there.  Also, feel free to send me an anonymous tip about the Fellow you think would be perfect to help out here (committee membership not required).  I promise not to rat you out!
  *   Our other Supreme Court decision is the Moore case.  We will be discussing how that decision would impact any wealth tax proposals.  If you have views on that question, please volunteer to help lead the discussion.
  *   I have also scheduled a short discussion of net gifts.  Where are net gifts useful in this day and age?  If you are a net gift afficionado, please volunteer to lead this discussion.
And the reminders:

  *   As part of the Loper Bright discussion, we’re going to ask which estate and gift regulations you think are open to challenge.  Please think about that and bring your thoughts to Chicago.
  *   And remember that the Tax Policy Study Committee (which has the el primo meeting time of 2:45 to 5:15 on Saturday afternoon) will feature special invited guest Lisa Piehl, who administers the estate and gift taxes for the IRS.  I’ve heard Lisa speak at numerous AICPA meetings and she really knows the ins and outs of how everything practical works.  Plus she is retiring at the end of this year, so you will never have another opportunity to get her views on these issues.  Diane Thompson and Phil Lindquist are collecting questions for Lisa in advance, so email them if you have any questions to add to the pool.  And come to the Saturday 2:45 meeting to hear her answers!
See you in a month!
Best regards,
Beth

Beth Shapiro Kaufman​​​​
Partner
National Chair, Private Client Services
Lowenstein Sandler LLP
T: (202) 753-3787<tel:(202)%20753-3787>
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