Recent Developments and Trends in Federal and New York Tax Law Affecting Estate Planning

Originally held on Monday, October 7, 2019 | 6:00 p.m. – 8:00 p.m.

Register For OnDemand
Program Chair:

Lois  Tilton
Perkins Coie LLP

  • An expert panel will discuss the latest topics in Federal and New York State estate and gift tax planning. The program will cover the current trends in planning, changes to the law and the often difficult interplay between Federal and New York State estate and gift tax issues. Consideration will be given to the importance of income tax issues as part of estate planning.

    OnDemand: $119 for Members | $219 for Nonmembers
    Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2017-2019), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

  • Lauren Dell
    Strategic Advisor
    Brown Advisory    		 Charles D. Manice
    Manice & Budd LLP    		 Caroline Robbins
    Proskauer Rose LLP
    Wendy Teller
    Kurzman Eisenberg Corbin & Lever, LLP    		 Anita Rosenbloom
    Stroock & Stroock & Lavan LLP

  • 6:00 p.m. – 6:05 p.m. Introduction of Topic and Panelists
    6:05 p.m. – 6:30 p.m. New York State Update and Status

    • New York State Update and Status
      • Three year add-back rule
      • Seiden case and anti-Seiden regulations
      • Legislation on credit shelter bequest language

      Wendy Teller
    6:30 p.m. – 7:30 p.m Federal Update and Status

    • Kaestner case
    • Anti-clawback regulations
    • Qualified opportunity zones
    • The SECURE Act

    Caroline Robbins, Charles Manice and Lauren Dell
    7:30 p.m. – 7:50 p.m Estate planning opportunities and challenges

    •  Disconnect between the federal and New York exemptions
    • Avoiding the New York cliff
    • Income tax related issues

    Anita Rosenbloom
    7:50 p.m. – 8:00 p.m. Q & A

  • CLE Credit
    New York:     2.0 Professional Practice
    New Jersey:     2.0 General
    California:     1.5 General
    Pennsylvania:     1.5 General

  • Sponsoring Association Committee:
    Estate & Gift Taxation, David E. Stutzman, Chair

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

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