Ownership of Cooperative Apartments and Condominiums by Trusts:
An Overview of Popular Trusts and Obtaining Transfer Approval from Cooperative Boards
Online registration is now closed. Please call Customer relations at 212 382 6663 to register or for assistance.
Friday, November 8, 2024 | 10:00 am – 12:00 pm
Format: WEBINAR
Description:
This course will cover recent developments in Federal and New York estate, gift and generation skipping taxes and corresponding trends in requests for permission to transfer apartments to popular trusts. Speakers will discuss tax attributes and planning considerations, including special considerations for New York residents, and finally, how to go about obtaining approval of cooperative boards, documents commonly requested by cooperatives and condominiums.
Click Here to View Program Agenda & Faculty
CLE Credit:
New York: 2.0 Skills
New Jersey: 2.1 General
California: 2.0 General
Pennsylvania: 2.0 General
Connecticut: Available to Licensed Attorneys
Program Fee:
$199 for Members | $299 for Nonmembers
This program is free to Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in 2022-2024), In-House Counsel, Judges, or Attorneys in Government, Academic or Not-for-Profit sectors.
For New York Attorneys: Newly admitted attorneys (those admitted to the New York State Bar for two years or less) may participate in Skills CLE courses in live, nontraditional formats, where questions are allowed during the program (through December 31, 2024 per recent guidance of the CLE Board – for more information, click here).
Program Chair:
Lois Tilton, Perkins Coie LLP
Sponsoring Association Committee:
Estate & Gift Taxation, Kevin Matz, Chair
Information about our Financial Aid Policy and Application can be found here.