"Power of Appointment or Disappointment?"
Date: Tuesday, May 20, 2025
Time: 12:00pm - 1:00pm
Location: Luncheon at San Antonio Country Club
Speaker: Richard Ramirez, Partner of Baker Botts LLP
"Power of Appointment or Disappointment?"
Description: This presentation will focus on unique issues relating to (1) the tax treatment of different powers of appointment, (2) tax considerations when drafting powers of appointment and exercising powers of appointment, and (3) tax pitfalls involving powers of appointment.
- Prerequisites: None
- Experience Level: Advanced
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Approved
- CFP - 1 Hour Approved
- CPE - 1 Hour Approved
- CTFA - 1.25 Hours Approved
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
