Topics to be covered:
- Tax advantages of settlement trusts
- Understanding IRC 247
- What is “to operate as a business”?
- Leveraging the 0% Capital Gains Tax Rate
- Issues for tax deduction of non-liquid assets
- Intercompany transfers of assets prior to contribution
- Potential state tax and trust issues for assets in other states
- Strategic approaches for leveraging and growing settlement trusts
This training session qualifies for CPE
If you have any questions, please contact Louis Mestier at email@example.com
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Meet Our Presenters:
Christopher Slottee - Christopher Slottee has over 15 years of experience handling complex commercial, corporate, and litigation matters, specifically working with Alaska native corporations, Alaska native corporation settlement trusts, and tribal governments. Christopher’s previous experience as vice president and general counsel for an Alaska native corporation gives him an invaluable understanding of the inner workings of Alaska native corporations and the unique challenges they face. He is well versed in issues of corporate governance, legal and risk management, government contracting, bid protests, corporate transactions, and mergers and acquisitions.
Dan Eller - Dan Eller assists clients with tax and business law issues in both transactions and controversies. His transactional practice emphasizes choice of entity and formation, mergers and acquisitions, real property development, foreign bank account and asset reporting, and tax-exempt entity formation, qualification and operation. On the controversy side, Dan has handled a wide variety of tax collection and controversy matters, both federally and at the state level in Oregon and Washington. He has litigated cases before both the United States Tax Court and the Oregon Tax Court, where he formerly clerked for the Hon. Henry C. Breithaupt.
Andrew March – Andrew March works closely with Alaska Native Corporations (ANCs), tribal governments, private companies, and public entities throughout Alaska and the United States to solve complex legal problems. As a shareholder of two ANCs, the unique legal challenges that they face are especially important to him. He has nearly 10 years of experience litigating complex disputes for both plaintiffs and defendants in federal and state court at both the trial and appellate level. He has particular experience appealing and defending district court judgments, and petitioning for extraordinary writs, before the Ninth Circuit Court of Appeals. In addition to litigation and dispute resolution, he advises clients on a wide range of issues involving corporate governance, government contracting, the Small Business Administration’s 8(a) Business Development Program, and the Alaska Native Land Claims Settlement Act.