SAN FRANCISCO – Jan. 10, 2023 – G. Michelle Ferreira, co-managing shareholder of global law firm Greenberg Traurig, LLP’s San Francisco and Silicon Valley offices and member of the Global Tax Practice, will present at the 57th Annual Heckerling Institute on Estate Planning conference Jan. 9-13.
Ferreira will present on a panel titled “Split Dollar Is Still Alive and Kicking – Fundamentals and Intergenerational Update” on Jan. 11, 2023 at Heckerling. The panel will discuss split dollar life insurance premium financing, economic benefit, loan regimes, and income, estate and gift tax consequences. Ferreira will highlight a recent pro-taxpayer Tax Court intergenerational decision, Estate of Marion Levine v. Commissioner 158, T.C. No. 2 (2022)..
Ferreira named “Lawyer of the Year,” Litigation and Controversy –Tax, 2022 by Best Lawyers in America, counsels individuals, partnerships, estates, and corporations in tax disputes with the IRS and state and local tax agencies, including the California Franchise Tax Board, the State Board of Equalization, the Employment Development Department, and county assessment appeals boards. As a former tax litigator for the IRS, Ferreira brings unique experience to clients who have complex and sensitive tax and penalty disputes. She represents clients before the IRS and state and local tax agencies at the audit, collection, appeals, and litigation stages.