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New York Estate Tax and Estate Planning Updates

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.
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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

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 California (for participatory credit), Kansas, New Jersey or New York. 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 California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.
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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.

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 jaf@FloryLaw.com
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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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