Tax Issues When Settling a Trust or Estate Dispute
Speaker
Ryan J. Szczepanik
| Hartog Baer & Hand, APC
Brandon Spivak
| Hartog Baer & Hand, APC
Many trust and estate lawyers agonize when the topic of taxes arises in negotiating a settlement. The purpose of this presentation is to introduce trust and estate litigators to the relevant tax laws so they can be sensitive to these issues when guiding their clients through settlement of a trust or estate dispute. Most disputes end in a negotiated settlement. This presentation will discuss the tax laws that the presenters anticipate will be implicated in a trust or estate dispute; the factors the IRS and a federal court will apply to determine whether to respect a settlement agreement, and the principles that have emerged from the relevant case law; the scrutiny the IRS will give to the pleadings, discovery, and settlement documents as it decides whether to respect the tax related provisions of a settlement agreement; and strategies the lawyer may employ to impact that decision.
1.0 CLE | General
Brown Bag Lunch
Contact
Mee Mee Wong | Email
Kirsten Ross | Email