[EstGift] Estate and Gift Tax Committee Virtual Meeting – Responding to Market Declines

[Wells, Bob]

Still forbidden

From: estgift-bounces at actec.org <estgift-bounces at actec.org> On Behalf Of Jocelyn Moratzka
Sent: Thursday, May 8, 2025 10:56 AM
To: Jocelyn Moratzka <Jocelyn.Moratzka at actec.org>; EstGift at actec.org
Subject: Re: [EstGift] Estate and Gift Tax Committee Virtual Meeting – Responding to Market Declines


CAUTION - EXTERNAL EMAIL

Dear Estate and Gift Committee members,

Please use the updated link below. Apologies for the error in the original email.

REGISTER<https://members.actec.org/events/event-details/?id=c5f3e98b-ce2a-f011-9d48-6045bd81deca>
Registration required. Upon registering for the meeting, a confirmation email will be sent from Zoom (no-reply at zoom.us<mailto:no-reply at zoom.us>). Add the virtual meeting and log-in credentials to your calendar by downloading and saving the calendar file included in the email. Log-in credentials are tied to your account and should not be shared. Note that attendance at this virtual committee meeting will not satisfy the attendance requirement for committee members.
Sincerely,
Jocelyn

Jocelyn Moratzka, Committees and CLE Program Coordinator
The American College of Trust and Estate Counsel (ACTEC)
901 15th St. NW, Suite 525, Washington, D.C. 20005
(202) 998-2236 | jocelyn.moratzka at actec.org<mailto:jocelyn.moratzka at actec.org> | actec.org<https://www.actec.org/>

From: estgift-bounces at actec.org<mailto:estgift-bounces at actec.org> <estgift-bounces at actec.org<mailto:estgift-bounces at actec.org>> On Behalf Of Jocelyn Moratzka
Sent: Thursday, May 8, 2025 10:36 AM
To: EstGift at actec.org<mailto:EstGift at actec.org>
Subject: [EstGift] Estate and Gift Tax Committee Virtual Meeting – Responding to Market Declines

Sent on behalf of Kimberly E. Cohen, Chair, Estate and Gift Tax Committee

Dear Estate and Gift Committee members,

The Estate and Gift Tax Committee will meet virtually for an interactive discussion on Responding to Market Declines: Unwinding GRATS and Other Ideas. The presentation will be held Wednesday, May 21, from Noon to 1:00 PM Eastern Time.

With recent wild volatility in the stock market and the possibility of the economy being in a recession, dealing with assets that have declined in value since their transfer to a GRAT or irrevocable grantor trust may be very important to some clients. Discussion leaders will evaluate tools to deal with these scenarios and will set the table for an engaging discussion.
REGISTER<https://members.actec.org/administration/events/events/?action=edit&id=c5f3e98b-ce2a-f011-9d48-6045bd81deca&index=4>
Registration required. Upon registering for the meeting, a confirmation email will be sent from Zoom (no-reply at zoom.us<mailto:no-reply at zoom.us>). Add the virtual meeting and log-in credentials to your calendar by downloading and saving the calendar file included in the email. Log-in credentials are tied to your account and should not be shared. Note that attendance at this virtual committee meeting will not satisfy the attendance requirement for committee members.
We hope you will be able to join us.

Best regards,
Kim

Jocelyn Moratzka, Committees and CLE Program Coordinator
The American College of Trust and Estate Counsel (ACTEC)
901 15th St. NW, Suite 525, Washington, D.C. 20005
(202) 998-2236 | jocelyn.moratzka at actec.org<mailto:jocelyn.moratzka at actec.org> | actec.org<https://www.actec.org/>


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