2023 USC Tax Institute | Warming Up to Preferred Partnership Freezes - McDermott Will & Emery

2023 USC Tax Institute | Warming Up to Preferred Partnership Freezes

Overview


On January 25, McDermott partners Todd Angkatavanich and Adam K. Sherman were speakers at the USC Tax Institue and gave a presentation titled Warming Up to Preferred Partnerships Freezes.

This session covered:

  • An overview of Preferred Partnerships, as the lesser-known estate freeze vehicle compared to GRATs and Sales to Grantor Trusts
  • An overview of the historical and technical underpinnings of Section 2701 compliant preferred partnerships
  • Pitfalls to avoid
  • The basic structure and advance combination of this type of vehicle with others such as GRATs, GST Non-Exempt Trusts, QTIPs, limited perpetuity trusts and other applications

For more information, please click here.

Registration Information

Time

2:00 – 2:50 pm (PST)

Hybrid Event

In-Person Location:
Millennium Biltmore Hotel, Los Angeles CA

or

Virtual

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