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"Valuation Opportunities in Gift and Estate Taxation," Society of Louisiana CPAs' Business Valuation Workshop, Lafayette, Louisiana

November 6, 2009
|
Lafayette

Jones Walker partner Miriam Wogan Henry and Vanessa Claiborne of Chaffe & Associates, Inc. will present "Valuation Opportunities in Gift and Estate Taxation" at the Society of Louisiana CPAs' Business Valuation Workshop, November 6 in Lafayette, Louisiana. The presentation will cover topics such as wealth transfer opportunities, today's investment environment, background on estate taxes, loans, grantor retained annuity trusts (GRATs), sales to grantor trusts, the benefits of gifting during a market downturn, qualified personal residence trusts (QPRTs), and charitable lead annuity trusts (CLATs).

Related Professionals
  • name
    Miriam Wogan Henry
    title
    Partner
    phones
    D: 504.582.8436
    email
    Emailmhenry@joneswalker.com

Related Practices

  • Tax
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