Tax Strategies and Implications When Settling a Trust or Estate DisputeSpeakers
Ryan J. Szczepanik
Hartog, Baer & Hand, APC
Brandon L. Spivack
Hartog, Baer & Hand, APC
Topics• 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
• Strategies the lawyer may employ to impact that decision
Section Co-Chairs: Alicia Gámez, Law Office of Alicia M. Gámez; James Patrick Lamping, Law Office of James P. Lamping and Howard Slavitt, Coblentz, Patch, Duffy & Bass LLP