Thursday, November 5, 2015| 6:00 pm – 8:30 pm
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This program will cover in depth the recent significant New York tax law changes affecting estate planning and trusts, and will include a panel discussion addressing how practitioners are advising their clients in its aftermath, also taking into account the massive changes in the federal estate tax landscape brought about by the American Taxpayer Relief Act of 2012.
Live Program: $229 Member | $329 Nonmember
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Susan Taxin Baer
Law Offices of Susan Taxin BaerPaul A. Ferrara
Managing Director
Wealth Strategies Advisor
U.S. Trust, Bank of America Private Wealth Management
Michael I. Frankel
Carter Ledyard & Milburn LLP, Co-Chair Trusts and Estates Department
Sharon L. Klein
Managing Director of Family Offices Services & Wealth Strategies
Wilmington Trust, N.A.Kevin Matz, Esq., CPA, LL.M. (Taxation)
Kevin Matz & Associates PLLCAnita S. Rosenbloom
Stroock & Stroock & Lavan LLP
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6:00 – 6:05 pm Introduction
Sharon L. Klein6:05 – 6:20 pm Overview
- How New York after a decade and a half finally revamped its estate tax legislation
- Advocacy efforts during 2015 to address shortcomings of the new legislation
Paul A. Ferrara
6:20 – 7:05 pm The 2014 Tax Law, 2015 Amendments, and Unresolved Shortcomings and How They Affect Estate Planning & Trust
- What the legislation accomplished:
- Increased exemption and new tax rates
- Calculation of the tax
Susan Taxin Baer - Throwback and ING
Kevin Matz
- Shortcomings of the legislation:
- Gift tax add back
- Lack of QTIP election
- Lack of portability
- Cliff effect
Sharon L. Klein, Kevin Matz and Susan Taxin Baer
7:05 – 7:15 pm Break
7:15 – 8:20 pm How to Advise Clients in Light of the New York Tax Law Changes and Unresolved Shortcomings of the Law and Disconnect with Federal Law
Panel Moderator: Kevin Matz
Panelists: Michael I. Frankel, Sharon L. Klein & Anita S. Rosenbloom8:20 – 8:30 pm Question/Answer Session
Panelists
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CLE Credit
NY: 2.5 total: 2.0 skills & .5 professional practice
NJ: 2.7 general
CA: 2.5 general
PA: 2.0 general
NY CPE Credit: 2.5 in Taxation -
Save on DVDs & CDs
*DVDs: $229 Member/$329 Nonmember
*CDs: $179 Member/$249 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. -
Coming Soon!
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Sponsoring Association Committee:
Estate & Gift Taxation, Paul A. Ferrara, Chair
Trusts, Estates & Surrogate’s Courts, John M. Olivieri, ChairSponsorship Opportunities are Available! Please Contact:
Ann Rappleye, Director, City Bar Center for CLE | (212) 382-6606 | ARappleye@nycbar.org
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