Hot Federal and New York Issues in Estate Planning

Thursday, November 10 | 6:00 pm – 8:30 pm

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Program Chair:

Glenn G. Fox
Baker & McKenzie LLP

  • This program will cover in depth the recent significant Federal and New York tax law changes affecting estate planning and trusts, including the proposed regulations under Section 2704 of the Internal Revenue Code that would drastically curtail the ability to claim valuation discounts in family-controlled entities Federal basis consistency rules, basis step-up vs. credit shelter planning, donating to charity to avoid the New York estate tax cliff, and allocation of estate administration expenses.  The program will include a panel discussion addressing how practitioners are advising their clients in the aftermath of these changes.

    Live Program & Webcast: $229 Member | $329 Nonmember

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  • Susan Taxin Baer
    Law Offices of Susan Taxin Baer

    Paul A. Ferrara
    Managing Director and
    Wealth Strategies Advisor
    U.S. Trust, Bank of America Private Wealth Management

    Michael I. Frankel
    Co-Chair of Trusts and Estates Department
    and Member of Executive Committee
    Carter Ledyard & Milburn LLP

    Kevin Matz
    Kevin Matz & Associates PLLC

    Anita S. Rosenbloom      
    Stroock & Stroock & Lavan LLP

    Lois Tilton
    Gerald & Lawrence Blumberg LLP

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  •  6:00 – 6:05pm Introduction & Program Overview
    Glenn G. Fox
     6:05 – 6:15pm Post Election Discussion
    Anita S. Rosenbloom
     6:15 – 7:00pm Proposed Code Section 2704 Valuation RegulationsModerator: Kevin Matz
    Speakers: Susan Taxin Baer; Paul A. Ferrara; Glenn G. Fox; Michael I. Frankel; Anita S. Rosenbloom & Lois Tilton
     7:00 – 7:15pm Basis Consistency Rules
    Kevin Matz & Susan Taxin Baer 
     7:15 – 7:30pm Basis Step-up vs. Credit Shelter Trust Planning
    Anita S. Rosenbloom & Michael I. Frankel
     7:30 – 7:45pm  Break
     7:45 – 8:05pm Donating to Charity to Avoid the Cliff & Related IssuesSusan Taxin Baer & Lois Tilton
     8:05 – 8:30pm Allocation of Expenses
    Glenn G. Fox & Paul A. Ferrara

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  • NY: 2.5 professional practice
    NJ: 2.7 general
    CA: 2.5 general
    PA: 2.0 general

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  • Sponsoring Association Committees: Estate & Gift Taxation | Evelyn M. Capassakis, Chair

    Trusts, Estates & Surrogate’s Courts | John M. Olivieri, Chair

    Sponsorship Opportunities are Available! Please Contact:

    Maricela Alfonso| Membership and CLE Relations Associate| (212) 382-6608 | MAlfonso@nycbar.org

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