Jennifer Welch Murray Webinar Presenter: Valuations in Estate and Gift Tax Planning

Pierce Atwood trust and estates attorney Jennifer Welch Murray will participate in a BARBRI webinar examining recent developments and key considerations for trusts and estates counsel, with a focus on valuation issues in estate and gift tax planning.

The panel will provide a practical framework for navigating valuation challenges and will discuss the One Big Beautiful Bill Act (OBBBA) and other developments affecting valuations in estate and gift planning. Topics include valuation discounts for estate and gift tax purposes, fractional interests, promissory notes, and common challenges estate planners face when implementing transfers and related strategies.

The panel will discuss these and other important issues:

• How the OBBBA impact gift and estate tax planning
• The types of asset transfers are subject to Section 2704 regulations
• How the treatment of lapses of voting or liquidation rights impacts future transfers of family-owned assets into family limited partnerships or trust vehicles
• The issue to consider for valuation discounts in transfers of closely held businesses into estate planning vehicles
• What estate planning attorneys and advisers need to consider for existing transfers and operating documents to minimize the tax impact of any proposed changes to the regulations

Please visit Barbri for more information and registration instructions.

Jennifer Welch Murray focuses her practice on advising individuals and families on estate and tax planning, trust and estate administration, charitable planning and business succession planning. Jennifer closely listens to her clients to understand their objectives in order to develop comprehensive and tax efficient estate plans that also meet their personal non-tax goals.