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Estate Planning
FLPs/LLCs: Five Recent Key Cases — 2 Missouri General Credits

This 1.75-hour February 25, 2010 talk by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of the Luce Forward law firm, gives a detailed explanation and analysis of five very important cases relating to the use of Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs) to obtain valuation discounts for Federal transfer tax purposes. These cases were decided since Mr. Mezzullo's March 17, 2009 presentation, entitled "FLPs/LLCs: Important Recent Cases”.

Major topics include:

• Estate of Christiansen v. Commissioner

• Petter v. Commissioner

• Black v. Commissioner

• Price v. Commissioner

• Shurtz v. Commissioner

FORMS: To download forms relating to these topics, please go to www.NLFforms.com

 

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $37.00
Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK — 1.75 General Credits
AZ — 1.75 General Credits
CA — 1.75 General Credits
CO — 2 General Credits, Expires 12/31/12
FL — 2 General Credits, Course #21832, Exp Date 4/23/13
IL — 1.75 General Credits
LA — 1.75 General Credits/Estate Planning & Tax Law Specialization, Expires 8/31/2012
ME — 1.75 General Credits, Expires 2/25/2012
MO — 2 General Credits
MT — 1.75 General Credits
NJ — 2 General Credits
NM — 1.8 General Credits, taped 2/25/10
NV — 1.5 General Credits, Course # nlfb10—vd
NY — 2 Professional Practice Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
OR — 1.75 General Credits
PA — 1.5 General Credits
TN — 1.75 General Credits, Expires 7/31/2012
TX — 1.75 General Credits, Expires 6/30/2011
VT — 1.75 General Credits
WA — 1.75 General Credits — Activity ID #254209
WV — 2.1 General Credits
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Recorded Audio/Video
CLE Courses


Many states also permit CLE credits to be earned by study of audio/video tapes, audio CDs and/or DVDs. To see our recorded CLE courses go to www.nlfcle.com.
 

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