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Top Ten Estate Planning Techniques in 2020 & Beyond (Web)

Top Ten Estate Planning Techniques in 2020 and Beyond
Tuesday, November 17, 2020 | 3:00 pm - 6:00 pm

Program Fee:

$199 for Members | $299 for Nonmembers
Small Law Firm: $99 for Members
Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2018-2020), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

CLE Credit:
New York: 3.0 Professional Practice
New Jersey: 3.3 General
California: 3.0 General
Pennsylvania: 2.5 General
Connecticut: Available to Licensed Attorneys

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 Chair:
Jessica Galligan Goldsmith,
Kurzman Eisenberg Corbin & Lever, LLP

Sponsoring Association Committee:
Estate & Gift Taxation, David E. Stutzman, Chair

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

Tuesday, 17 November 2020


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