Clarkston Capital

Sweater Vest and Ice Cream Social

Date: Monday, February 6, 2017
Time: 11:30am - 4:30pm
Location: Phoenix Country Club
Speaker: Sam Donaldson



Planning for married couples today is much more intricate than it was a decade ago. This first session will explain how developments in the federal income, estate, and gift tax laws since 2011 have impacted basic planning considerations. It will also present templates for planning for couples with small, medium, and large estates. Specific topics to be addressed include the portability election, strategies for achieving a complete step-up in basis on the death of the surviving spouse, disclaimer planning, and Clayton QTIPs. The presentation will include discussion of how potential tax reform in 2017 might affect these new planning templates and how to advise couples during these uncertain times.



An informative and entertaining recap of the big federal income, estate, and gift tax cases, rulings, regulations, and legislation from 2016, together with a look at what we might expect in 2017. Specific topics will include the basis consistency rules, whether anyone should care about proposed regulations under section 2704, charitable rollovers, and an update on conservation easements.

Per Sam's request, all attendees must wear a sweater-vest. Prizes for best sweater-vests!

4 hours of educational credit!


Lunch Menu:

Phoenix Country Club Cobb Salad Mixed Greens Diced Chicken Chopped Tomato Chopped Bacon Hard Boiled Egg Avacado

Sides of Bleu Cheese Crumbles

Ranch or Balsamic Dressings

Zucchini Muffins Sourdough Rolls & Butter

Dessert: Ice Cream Social!


Related Document(s):

See Upcoming Event Calendar