Top Ten Estate Planning Techniques After the 2017 Tax Act

When attorneys meet with clients to discuss estate planning, there is 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. 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 & Webcast: $199 for Members | $299 for Nonmembers
Small Law Firm: $99 for Members

Members who are Recent Law Graduates, Newly Admitted Lawyers (earliest admission 2016-2018 in any state or country), In-House/Corporate Counsel, Judges (and their staff), or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

Jessica Galligan Goldsmith
Kurzman Eisenberg Corbin & Lever, LLP

Alex Latendresse
Bischof & Bischof LLP

Anita S. Rosenbloom
Stroock & Stroock & Lavan LLP

CLE Credit
NY: 3.0 professional practice
NJ: 3.0 general
CA: 3.0 general
PA: 2.5 general

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

Sponsorship Opportunities are Available! Please Contact:
Angie Avila, Membership Outreach and Sponsorships Manager | (212) 382-6608 | aavila@nycbar.org

______________________________________________________________