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Live Webinar

90-minute live streaming program
  • January 18
  • 1:00 - 2:30 pm EST

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New York Estate Tax and Estate Planning Updates

January 18

Get updated on New York's most recent law changes that impact estate tax planning and reporting.

This topic is ideal for all attorneys who engage in estate planning and estate administration for New York State residents and nonresidents with property in the State of New York. We will discuss the most recent law changes and the potential pitfalls associated with New York State estates. This topic will address the impact of these New York State laws on how the attorney drafts wills, trusts and other estate planning documents and the impact of these laws on estate tax planning and reporting.

Learning Objectives

- You will be able to describe the New York estate tax cliff.

- You will be able to identify spousal trusts and the ‘Gap'.

- You will be able to recognize lack of portability on state estate tax level.

- You will be able to review changes in New York state estate tax exclusion.

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Changes in the New York State Estate Tax Exclusion
  • Where Do We Stand?
  • Are There Changes Coming?
The New York State Estate Tax Cliff
  • What Is It?
  • Can It Be Avoided, and If so, How?
  • Drafting Possibilities
Lack of Portability on State Estate Tax Level
  • How Does This Affect Estate Planning?
  • Drafting Possibilities
  • Is There Any Change on the Horizon?
Spousal Trusts and the 'Gap'
  • What Is the 'Gap'?
  • A/B Trusts Drafting Concerns for NYS Residents
  • Drafting Possibilities
Issues for the Nonresident Client With Property Located in New York State
New Rules Relating to Posthumously Conceived Children
Digitized Assets Planning Problems
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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on January 18, 2017.

Call 1-866-352-9540 for further credit information.

Live Webinar Registration

  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • CPE 1.8 including Taxes 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www. learningmarket.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Taxation for 1.5 hours.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York or New Jersey or Kansas. Other states do not need to supply the CLE Code to apply for CLE credit.

Audio & Reference Manual

  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York or New Jersey or Kansas. Other states do not need to supply the CLE Code to apply for CLE credit.

MP3 Download

  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York or New Jersey or Kansas. Other states do not need to supply the CLE Code to apply for CLE credit.

Who should attend?

This live webinar is designed for estate planners, accountants, attorneys, presidents, vice presidents, CPAs, controllers, business owners and managers, tax managers, tax preparers, and financial planners.

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Judith A. Flory, Esq.

The Law Offices of Judith A. Flory, PLLC

  • Attorney with The Law Firm of Judith A. Flory, PLLC
  • Practices in the areas of taxation, estate planning, estate administration, corporate law, qualified retirement plans, employee benefits and business law
  • Frequently lectures on estate planning, estate taxation, closely held businesses and complex issues concerning the establishment of retirement plans and tax issues related thereto
  • J.D. degree, cum laude, Albany Law School; B.A. degree in political science, cum laude, Siena College
  • Can be contacted at 518-449-1421 or [email protected]
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Can't Attend?

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 399065
Published 2017
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