Impact of Tax Reform Act 2010 on Estate Planning and Charitable Giving

Brown Bag Webinar Series

Please join Gray Reed & McGraw attorneys Greg Sampson and Chris Harris as they discuss the new Tax Relief Act of 2010. We will be looking into its affect on estate planning including changes to consider for current plans drawn under prior law and future planning strategies. We will also be discussing its affects on charitable giving, including certain new or extended opportunities under the new law and a discussion of the potential impact of lower tax rates and a higher exemption amount on charitable giving plans based on available statistical data.

Greg Sampson is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, and focuses his practice in the areas of estate planning and estate administration, probate matters, trusts, executive compensation, and asset protection planning. Mr. Sampson has extensive experience in counseling clients on wealth transfers, including estate and gift tax planning, charitable planning, retirement planning, estate and trust management, family asset management and business succession planning.  He has written and conducted seminars on various estate planning topics, including the impact of the minimum distribution rules on estate planning with retirement benefits, asset protection planning, fiduciary duties under powers of attorney, Texas' new Prudent Investor Act and Principal and Income Act, the structure, governance and tax issues affecting non-profits, and advanced directives and end-of-life decision making.

Chris Harris' practice focuses on federal income and estate tax matters.  His practice includes advising clients on tax-efficient structures for corporate mergers, acquisitions, divisions, and reorganizations both domestically and internationally.  He also advises clients on the formation, capitalization, and liquidation of partnerships, s-corporations, and other pass-through entities. Chris also provides tax planning expertise for improving corporate tax efficiencies as well as executive compensation packages.

This free unique webinar includes a live Q&A session.

Date - Monday, March 21, 2011
Time - 12pm - 1pm CST
Price - Complimentary
Location - Webinar