Merchandise Details
Tax Considerations in Fiduciary Litigation (2015 Annual Meeting - Seminar B - MP3)
Member Price$25.00
Non-Member Price$45.00
Merchandise Description

Seminar B: Tax Considerations in Fiduciary Litigation

There seems to be surprising little dialog between litigators and estate planners when it comes to fiduciary litigation. Language included (or not included) in pleadings, judgments and settlement agreements can have a huge impact on the tax treatment to your client when litigation is settled or judgments are entered. Learn the rules about the tax issues that are presented when fiduciary litigation is resolved (whether through settlement or at trial), including litigation involving claims, reformation, and construction. Litigators will learn to understand key issues that can mean the difference between a tax-free inheritance and a taxable event. Estate planners will learn how to add value to litigation matters by looking out for landmines, and actively planning during the course of the litigation to obtain the most favorable tax results. We’ll highlight the value of input on the tax side that may dramatically change the net results for your client.


  • David A. Baker, Chicago, IL
  • Mickey Davis, Houston, TX

ACTEC 2015 Annual Meeting
March 2015
Marco Island, FL