BarbriSFCourseDetails
  1. keyboard_arrow_leftBack
BarbriPdBannerMessage

Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Estate Planning

Date & Time
  • event Date

    Wednesday, August 13, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Early Bird Pricing!
MSRP
$297.00
$252.45
Save $44.55

Discount expires 9/11/25

This course is $0 with these passes:

CLE
ALL

This CLE/CPE webinar will provide estate planning counsel and fiduciary advisers with an advanced practical guide to step-up in basis and capital gains strategies to minimize income tax on estate and trust assets. The panel will discuss advanced strategies for achieving income tax basis step-up under various client scenarios and planning techniques for capital gains in estate planning to minimize taxes.

Faculty

Brent Berselli
Partner
Holland & Knight LLP

Mr. Berselli is a partner in Holland & Knight's Portland office and is a member of the firm's Private Wealth Services Practice Group. He serves as general counsel to wealthy individuals, their families and their businesses throughout the United States to design and implement sophisticated strategies integral to family wealth planning. High-net-worth individuals, including principals of private equity, venture capital and hedge fund firms, private and public company executives, real estate developers, entrepreneurs and business owners, turn to Mr. Berselli for advice and counsel in all aspects of wealth transfer strategies, income and transfer tax planning, philanthropy and business succession.

expand_circle_down Expand to View Full Bio expand_circle_up Collapse Bio
David Kleinhandler
CEO & Founder
Parent: Optifino

Mr. Kleinhandler is CEO & Founder at Optifino.

expand_circle_down Expand to View Full Bio expand_circle_up Collapse Bio

Description

Estate planning attorneys employ many strategies designed to minimize or eliminate tax liability. Counsel must carefully craft planning techniques to reduce the impact of capital gains on certain assets in light of potential tax law changes.

Certain assets are prime to generate potential capital gains, such as real estate, business interests, stock, and other assets. To avoid the negative impact of capital gains on these assets, counsel can use various tax basis adjustment and tax planning methods, such as the use of SLATs and GRATs, installment sales, promissory notes, and upstream gifting. Counsel may consider the undoing of trusts to ensure the estate plan's goals.

Listen as our panel discusses key considerations for clients to minimize capital gains through basis adjustments, tax, and estate planning methods to achieve tax savings.

Outline

I. Identifying low basis assets subject to potential income tax consequences

II. Transfer strategies

III. Key issues and strategies for business owners

IV. Post-mortem tools for achieving income tax basis step-up

V. Potential tax risks of basis adjustment strategies

Benefits

The panel will discuss these and other key issues:

  • What are the most effective strategies for minimizing capital gains in estate planning?
  • What planning issues arise in the sale or transfer of real estate, business interests, stock, and other assets?
  • Which class of assets benefit from basis adjustment transactions?
  • Structuring sale and exchange transactions to maximize tax basis
  • Tax and other risks involved in basis adjustment transactions and strategies