Hot Federal and New York Issues in Estate Planning

Program Chair:

Glenn G. Fox
Baker & McKenzie LLP

• Description
• Faculty
• Agenda
• CLE Credit
• Sponsors

• 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.

  DVDs & CDs: $229 Member | $329Nonmember
  On-Demand: $179 Member| $279 Nonmember
  Materials Only (No CLE Credit): $99 Member | $129 Nonmember

  * New York residents will be charged the New York sales tax for all audio visual purchases.

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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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• This program provides 2.5 credits in professional practice for the New York & New Jersey MCLE requirements. California & Pennsylvania credit differs as it is based on a 60-minute credit hour. The live program provided transitional credit to newly admitted attorneys; the recording does not provide transitional credit.

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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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