Thursday, November 10 | 6:00 pm – 8:30 pm
Program Chair:
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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 BaerPaul A. Ferrara
Managing Director and
Wealth Strategies Advisor
U.S. Trust, Bank of America Private Wealth ManagementMichael I. Frankel
Co-Chair of Trusts and Estates Department
and Member of Executive Committee
Carter Ledyard & Milburn LLPKevin Matz
Kevin Matz & Associates PLLCAnita S. Rosenbloom
Stroock & Stroock & Lavan LLPLois Tilton
Gerald & Lawrence Blumberg LLP
6:00 – 6:05pm Introduction & Program Overview
Glenn G. Fox6:05 – 6:15pm Post Election Discussion
Anita S. Rosenbloom6:15 – 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 Tilton7:00 – 7:15pm Basis Consistency Rules
Kevin Matz & Susan Taxin Baer7:15 – 7:30pm Basis Step-up vs. Credit Shelter Trust Planning
Anita S. Rosenbloom & Michael I. Frankel7:30 – 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. FerraraNY: 2.5 professional practice
NJ: 2.7 general
CA: 2.5 general
PA: 2.0 generalSponsoring 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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