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Jan23 1/23/2013 12:00 PM - 1:00 PM Estate Planning and Probate
Michael’s on East (map)

Practical Aspects of Defined Value Formula Clauses


On January 23 Attorney Charlie Nash will explore various cases, such as Wandry, Hendrix, Christiansen, Petters and McCord that pertain to the use of defined value formula clauses in connection with making gifts of hard-to-value assets such as limited partnership interests, membership interests in limited liability companies, and shares of stock in closely-held corporations – including practical aspects of using defined value formulas at the Estate Planning & Probate luncheon at Michael’s on East.  See reservation flyer for more details.