Spencer Fane attorney Samuel DiPietro will co-lead the live Strafford CLE/CPE, Tax Issues and IRS Guidance for Irrevocable Grantor Trusts, on August 21.
This 90-minute webinar will provide guidance to trust and estate advisers centered on common tax challenges. The panel will discuss topics including options and key provisions in structuring trusts, Revenue Ruling 2023-2 and its impact on basis and estate and tax planning, determining and substantiating tax basis, planning considerations for U.S. persons, and more. The session will also feature an interactive Q&A.
At Spencer Fane, Samuel collaborates with families and their advisers to create customized estate plans that consider the specific needs of each family, ensuring the protection and seamless transfer of wealth. He has extensive experience in crafting estate plans tailored to the unique requirements of modern families and frequently authors firm blog posts explaining tax, trusts, & estates tools and concepts.
Register for Samuel’s webinar here.