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DTSTART:20221215T000000Z
DTEND:20221215T020000Z
LOCATION:Sheraton, 5151 East Grant Road, Tucson, AZ 85712
UID:2282420221215T000000ZMoving and holding business interests into and as an asset in an irrevocable trust, complexities and opportunities
DTSTAMP:20260421T104038Z
DESCRIPTION:\nRegistration and cocktails \n \n\n\n5:00pm – 5:15pm\n\n\n \nDinner\n\n\n \n5:15pm – 6:00pm\n\n\n \nProgram\n\n\n \n6:00pm – 7:00pm\n \n \n \nRESERVATIONS\n \n\n\n\n \n \n \nby Friday, December 9th\n\n\n \nYou will be sent a return email confirmation.\n\n\n \nOnce the handout for this program has been made available to us, you will be able to access it here.\n\n\n \n\n \n\n \nAbout the program\n\n\n \nTransferring interests in private companies, whether organized as an LP, LLC, S Corp, or C Corp, offers a great opportunity to move wealth in trust. There are challenges for both transferring and holding those interests in trust. But opportunities arise as well, from both a transfer tax and income tax perspective. Please join Chris Siegle from JPMorgan for an insightful discussion of what estate planners can do to increase the plan’s efficiently, protect clients and accomplish their goals.\n\n\n \n\n \n\n \nAbout Chris Siegle\n\n\n \nChris Siegle is an Executive Director in JPMorgan’s Private Bank and is responsible for advising private business owners and families with pre transactional tax planning and trust structures saving millions of dollars that can be used for lifestyle, family, and philanthropy.  In his 25 years of legal practice he has assisted entrepreneurs and families in Arizona, Florida, Nevada, Utah, Texas and Orange County, CA to elevate tactical business considerations to strategic advantage for taxpayers, families, and philanthropic legacies.\n\n He earned his undergraduate degree from the University of Illinois in Urbana/Champaign, his law degree from the University of Tulsa, his Master of Strategic Studies degree from the US Army War College, and his LL.M (taxation) from Villanova University.\n \n\nHe is a retired Captain in the US Navy, and an adjunct Professor of Law in the Graduate Tax Program of Villanova University.\n\n\n \n \n
SUMMARY:Moving and holding business interests into and as an asset in an irrevocable trust, complexities and opportunities - Southern Arizona Estate Planning Council 
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