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DTSTART:20240912T140000Z
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LOCATION:Depot Restaurant and Via Zoom
UID:2645320240912T140000ZQPRTs Decoded: Exploring the Evolution from Foundational Legal Principles to Modern Day Applications
DTSTAMP:20260420T062051Z
DESCRIPTION:\nRSVPs for this event are closed.  Please call Marlowe at 310-375-6300 to see if there are any cancellations.\n \nUnlock the complexities of Qualified Personal Residence Trusts (QPRTs) by diving deep into their historical and legal foundations. This presentation will take you on a journey from the basic principles of property law, epitomized by the "bundle of sticks" concept, through pivotal legal developments like the landmark Supreme Court case Robinette v. Helvering (1943). You'll explore how the common law GRIT paved the way for Congressional intervention with Code Section 2702, leading to the modern-day QPRT. This presentation will provide you with a comprehensive understanding of what QPRTs are and why they can be an effective estate planning strategy for giving away a personal residence or vacation home.\n  \n \nAbout our Speaker\n \nDavid P. Benedetto, JD LLM has been practicing law for over 26 years. Since 2003, his practice has focused exclusively in the area of trusts and estates, including related litigation. He advises clients regarding tax sensitive estate planning and administration matters and has represented numerous clients before the Internal Revenue Service with respect to gift and estate tax controversies. As a regular part of his practice, Mr. Benedetto deals extensively with the tax compliance associated with the federal estate, gift, and generation-skipping transfer taxes, and is also well-versed with the transfer taxes imposed by several different states. Mr. Benedetto earned his Bachelor of Science in Accounting, magna cum laude, from Syracuse University where he was the recipient of the Horace J. Landry Award (awarded by the accounting faculty for the demonstration of enthusiasm for the profession) and a member of Phi Kappa Phi National Honor Society and Golden Key National Honor Society. Mr. Benedetto earned his law degree from Indiana University Robert H. McKinney School of Law where he was an award recipient of the Francis J. Feeney Award (awarded for demonstrating ability in the area of tax law). Additionally, Mr. Benedetto earned his Master of Laws (LL.M.) from the University of Miami School of Law Graduate Program in Estate Planning. Mr. Benedetto has been certified by The State Bar of California Board of Legal Specialization as a Certified Specialist in Estate Planning, Trust & Probate Law. Mr. Benedetto is currently eligible to practice law in California, Florida, and Ohio, as well as before the United States Tax Court and the United States Court of Federal Claims.\n \n \n \nLook whose coming!\n  \n Bob Abelson, CPA  \nVickie Intriago   \ngerry andrade   \nAlexis Jensen   \nDavid Andrade   \nMollie Kaiser   \nNadia Antii   \nIsaac Kim   \nBruce attig   \nMickey Knickerbocker   \nStephanie Bezner   \nAndrew Manier   \nAllen Bond   \nAndrew Meinzer   \nCheryl Carter   \nMike Millea   \nPhillip Cook   \nRussell Morgan   \nKristen Damon   \nSamuel Murphy   \nLinda Dorfmont   \nShawn Nejad   \nAngela Dorsey   \nMichael Ozawa   \nClaire Durand   \nRhonica Petty   \nAri Fidler   \nYvonne Phillips   \nSamuel Ford   \ncynthia rustanius   \nGaree Gasperian   \nAdam Sacls   \nSuzanne Grudnitski   \nGreg Schill   \nMary Hanson   \nAngela Sheldon   \nPATRICIA HARIK   \nBrooke Sigler   \nJOHN HOOKS   \nKazuaki Uemura   \nMatt Iantosca   \ntammy wong  \n 
SUMMARY:QPRTs Decoded: Exploring the Evolution from Foundational Legal Principles to Modern Day Applications - South Bay Estate Planning Council 
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