Estate Planning in 2012
Date: Tuesday, September 25, 2012
Time: 2:00 PM - 6:00 PM
Location: TBD
Speaker: Steve Akers
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Presents Steve Akers
Estate Planning in 2012 in Light of Uncertainties
and Current Developments
Tuesday, September 25, 2012
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A Special Thank You
To Our Sponsors
Season Sponsor
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Hospitality Sponsor
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Credits Approved:
CFP
CPA
Kentucky Legal
Ohio Legal
Credits Pending:
Kentucky Insurance
Ohio Insurance
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Very special estate planning opportunities (and uncertainties) apply in 2012. Mr. Akers will discuss possible legislative outcomes and the timing of legislative possibilities, as well as the Administration's estate planning provisions in the 2012-2013 Budget Proposal. Special planning considerations for taking advantage of the $5 million gift exemption in 2012 will be covered. Mr. Akers will also discuss IRS regulations, which provide quite surprisingly favorable interpretations to facilitate planning opportunities with portability of the unused exclusion amount for gift and estate tax purposes.
Family limited partnership developments are continuing, with various cases over the last year addressing when section 2036 applies to assets contributed to FLPs, and when the gift tax annual exclusion is available for transfers of interests in FLPs or LLCs. Mr. Akers will discuss best practices in structuring and implementing defined value clauses are addressed in light of these developments.
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 Steve R. AkersSteve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Fiduciary Counsel for the Southwest Region and is in the Legacy Planning Department.
Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a past Chair of the American Bar Association's Section of Real Property, Trust & Estate Law. He is a Fellow of the American College of Trust and Estate Counsel, and currently serves a member of the Executive Committee, Regent, and Chair of the Business Planning Committee. He is a past editor of the ACTEC Law Journal.
Mr. Akers is a past Chair of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section. He is a co-author of A Planning Guide to Buy-Sell Agreements and Estate Planning After the Tax Relief and Job Creation Act of 2010.
Mr. Akers received his B.S. degree in Chemical Engineering from Oklahoma State University (1974) and his J.D. degree from the University of Texas School of Law (1977).
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Date:
Tuesday, September 25, 2012
Time:
2:00pm-2:30pm Registration
2:30pm-4:00pm Presentation
4:00pm-6:00pm Cocktails & Hors d'oeuvres
Location:
Hilton Netherland Plaza
35 West 5th Street
Cincinnati, OH 45202
Directions
Meeting Cost:
$50.00 Members
$90.00 Guests
10% Discount for groups registering 10 or more attendees.
Call 513-554-3074 or email cincycouncil@aol.com for registration.
Deadline to Register: Friday, September 21, 2012
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