Funding Estate Tax Liabilities: Exploring Graegin and 6161
Check-in begins at 11:45 am. Lunch and Presentation from 12:00-1:15 pm.
About the talk:
This presentation will explore options for funding estate tax liability in illiquid estates:
From finance to funding
From liability to litigation
From death to deductions
From use to usury
From administration to audit
Speaker bio: Stephanie Loomis-Price primarily handles federal gift and estate tax litigation, including disputes and litigation with the Internal Revenue Service, as well as state fiduciary controversy work. She has assisted clients in numerous cases in the United States Tax Court, the United States Court of Federal Claims and the United States Court of Appeals for the Fifth, Eighth, and Eleventh Circuits. She also counsels clients regarding complex estate administration. Stephanie currently serves as probate editor of the quarterly Real Estate, Probate and Trust Law Reporter published by the State Bar of Texas, and on Council for the Real Property, Trusts and Estates section of the American Bar Association, as well as Co-Chair of the Continuing Legal Education Committee of the same organization.
Prior to entering private practice, Stephanie served as a law clerk to the Honorable Lawrence S. Margolis of the United States Court of Federal Claims in Washington, D.C.
Stephanie is a Fellow of the American College of Trust and Estate Counsel.