Stephanie Loomis-Price to speak at ALI CLE: Estate Planning for the Family Business Owner


Houston shareholder Stephanie Loomis-Price will speak at the ALI CLE: Estate Planning for the Family Business Owner in Boston, Massachusetts. On August 14th, she will discuss “Trustees with Two Hats: Avoiding Fiduciary Traps When Holding Business Interests in Trust,” and “FLPing the Cards: Dealing with the IRS in Transfer Tax Audits Involving FLP Issues.” On August 15th, she will focus on “Appraising Your Client’s Appraisal: A Litigator’s Perspective of What Owners and the IRS Look for in Valuation Reports.” For more information and event registration details, please click here.

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