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Event Profile

AUDIO WEBCAST - LIVE REPLAY: New Valuation Discount Rules, Part 1 (1 total credit hour/includes no ethics credit)

May 25, 2017

Location: OBA AUDIO WEBCAST - any where with a computer or phone

This event has a fee

NOTE: In order to obtain credit for this Audio Webcast it MUST be listened to on 5/25/2017 starting at 12 (noon), because this program is being held at that date and time, the credit is considered unlimited (live) credit by OBA/MCLE.

You have two ways of listening to the Audio Webcast;

  1. Over your computer – this method is the most recommended and will contain random checkpoints. In order to submit credit for this program, you must confirm your presence at the checkpoints. If you do not meet the checkpoint requirement you may not receive credit for the live program. At the end of the program you will need to click on the “Credit Submission Tab” to go to your credit profile and begin the credit submission process. Please remember to submit credit on the day of the event.
  2. Dialing into the conference at 877-309-0175. Please note, if you dial in to hear the audio webcast, once your attendance has been confirmed, which may take a few days, credit will be submitted on your behalf by the Oklahoma Bar Association. You will not be able to submit credit on your own through your credit profile. You will receive a notification email with a link to your certificate once your credit has been submitted.

CLE CREDIT: This Audio Webcast has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 1 hour of mandatory CLE credit, including 0 hours of ethics.

TUITION: Registration for the Audio Webcast is $85.

NOTE: This program is NOT approved for Texas credit. The Texas Bar will not permit members to submit online programs for Texas credit.

Audio Webcast Description:

Trust and estate planning often depends entirely on discounts - how much can an estate reasonably discount the value of an asset or business for such things as lack or control or transferability, or other arguable impairments? The IRS recently issued sweeping proposed rules under IRC Sec. 2704 that will upend long-settled expectations in this area, scuttling many planning techniques. This program will provide you with a detailed guide to the new rules, how they alter current practice, and provide planning opportunities going forward.

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