Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses

Private Wealth Services Attorney Patrick J. Duffey will speak on a Strafford CLE webinar panel titled "Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses." This panel will provide a comprehensive guide to structuring defined value formula clauses to avoid gift tax consequences in trust transfers, the IRS 2016 Priority Guidance Plan and the traps often associated with structuring these clauses.