Notre Dame Tax and Estate Planning Institute
Notre Dame will host its 35th Annual Tax and Estate Planning Institute on October 1-2, 2009 at the Century Center in South Bend, IN.
Kirkland & Ellis partner David Handler will speak on “Financed Net Gifts - Making Net Gifts and Lending the Trust the Funds to Pay the Tax: Alternative to Sales for Notes” and “RPM Annuity and Income Trusts - Great Alternative to Sales, GRATS and Even QPRTS: Transfer to Spouse of Annuity or Income Interest, Sell Remainder to Trusts for Kids; Works Like a GRAT or Like a GRIT (But No Mortality Risk and GST Exempt). Use Instead of a QPRT; Free of All QPRT Restrictions.”