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.
Presented By
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.
Mr. Kleinhandler is CEO & Founder at Optifino.
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This 90-minute webinar is eligible in most states for 1.5 CLE credits.
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Date + Time
- event
Wednesday, August 13, 2025
- schedule
1:00 p.m. ET./10:00 a.m. PT
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
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
