Top Ten Estate Planning Techniques After the 2017 Tax Act

Top Ten Estate Planning Techniques After the 2017 Tax Act
Wednesday, November 14, 2018 | 6:00 p.m. - 9:00 p.m.
Prefer to view the live webcast? Please CLICK HERE.

Program Fee:

Live Program: $199 for Members | $299 for Nonmembers
Small Law Firm: $99 for Members
Members who are Recent Law Graduates, Newly Admitted Lawyers (earliest admission 2016-2018 in any state or country), In-House/Corporate Counsel, Judges (and their staff), or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

CLE Credit:
NY: 3.0 Professional Practice
NJ: 3.0 General
CA: 3.0 General
PA: 2.5 General

This program provides transitional/non-transitional credit to all attorneys

When attorneys meet with clients to discuss estate planning, there is an assortment of ideas that are considered, discussed, and presented to clients. This program covers the ten estate planning techniques that the speakers most frequently consider. The goal of the program is to discuss how each technique works, including some of the more pressing (or troublesome) technical considerations, who it works for, as well as the salient planning considerations. Some of the techniques covered include lifetime planning, GRATs, QPRTs, sales to IDITs, Family Limited Partnerships, CRUTS, CLATs, insurance trusts, and a few other common planning techniques.

Click Here to View Program Agenda & Faculty

Program Co-Chairs:
Evelyn M. Capassakis, Principal, Personal Financial Services,PricewaterhouseCoopers
Kevin Matz, Stroock & Stroock & Lavan LLP

Sponsoring Association Committee:
Estate & Gift Taxation Committee, Evelyn M. Capassakis, Chair

New York City Bar 42 West 44th St New York, NY 10036

Please Sign In to Register

Wednesday, 14 November 2018

Thank you for registering. A link to download the course book will be emailed to you at 3:00 pm prior to the program starting time. Registrants are advised to bring either a portable electronic device or a print out of the download to the program. WI FI access will be available. You will NOT receive a printed copy of the course book at the program.
6:00 PM - 9:00 PM
11/14/2018 6:00 PM