Lewis Rice Presents: Advanced Estate Planning Techniques for 2016 and Beyond

The Ritz-Carlton St. Louis

100 Carondelet Plaza

St. Louis, MO 63105

Please join us for a discussion of the latest estate planning techniques and developments:

  •  Proposed Regulations Under 2704
    • Basics and Key Timing Considerations
    • Best Planning Techniques Not Impacted by 2704
  • Selling an Interest in a Pass-Through Operating Business: Design, Cash-Flow and Other Considerations
  • Charitable Planning
    • Gifts of Real Estate and Interests in Closely-Held Businesses
    • Current Planning Considerations
  • Modifying Irrevocable Trusts
    • Decanting
    • Nonjudicial Settlement Agreements
    • Judicial Modifications
    • Trust Protectors

Cocktails and hors d'oeuvres to follow presentation