Estate Planning Strategies: The Top Ten List

Wednesday, November 29, 2017 | 6:00 pm – 9:00 pm



Program Co-Chairs:

Evelyn M. Capassakis,Principal, Personal Financial Services, PricewaterhouseCoopers
Kevin Matz, Partner, Stroock & Stroock & Lavan LLP

  • When attorneys meet with clients to discuss estate planning, there are an assortment of ideas that are considered, discussed, and presented to clients. This program covers the ten estate planning techniques that the speakers most frequently consider. Attendees will also be provided with an update on the legislation in Washington affecting the estate, gift and GST taxes including our experts’ explanation of what it means for estate planning.

    The goal of the program is to discuss how each technique works, including some of the more pressing (or troublesome) technical considerations, who it works for, as well as the salient planning considerations. Some of the techniques covered include lifetime planning, GRATs, QPRTs, sales to IDITs, Family Limited Partnerships, CRUTS, CLATs, insurance trusts, and a few other common planning techniques.

    Live Program: $199 Member | $299 Nonmember
    Small Law Firm: $99 Member

  • Jessica Galligan Goldsmith
    Kurzman Eisenberg Corbin & Lever, LLP

    Alex Latendresse
    Bischof & Bischof LLP

    Anita S. Rosenbloom
    Stroock & Stroock & Lavan LLP

  • 6:00 pm – 6:05 pm  Introduction
    6:05 pm – 6:15 pm Lifetime Gifts
    6:15 pm – 6:35 pm Portability and Income Tax Planning
    6:35 pm – 6:50 pm Life Insurance Trusts
    6:50 pm – 7:05 pm Dynasty Trusts
    7:05 pm – 7:20 pm Sale to an Intentionally Defective Irrevocable Trust (“IDIT”)
    7:20 pm – 7:35 pm Break
    7:35 pm – 7:50 pm Family Limited Partnerships
    7:50 pm – 8:10 pm Grantor Retained Annuity Trusts
    8:10 pm – 8:20 pm Qualified Personal Residence Trusts
    8:20 pm – 8:35 pm Charitable Remainder Trusts
    8:35 pm – 8:45 pm Charitable Lead Trusts
    8:45 am – 9:00 pm Q&A

  • NY: 3.0 professional practice
    NJ: 3.2 general
    CA: 3.0 general
    PA: 2.5 general



    Sponsoring Association Committee: Estate and Gift Taxation | Evelyn M. Capassakis, Chair

    Sponsorship Opportunities are Available! Please Contact:
    Maricela Alfonso| Membership and CLE Relations Associate | (212) 382-6608 |