Top Ten Estate Planning Techniques After the 2017 Tax Act

Originally held on Monday, November 4, 2019 | 6:00 p.m. – 9:00 p.m.

• Description
• Faculty
• Agenda
• CLE Credit
• Sponsors

• 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.

  OnDemand: $149 for Members | $249 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 (and their staff who are also members), 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

  Shifra Herzberg
  Strook & Strook & Lavan LLP

  Alison Silverman
  Simpson Thacher & Bartlett LLP

• 6:00 pm – 6:05 pm Introduction

   

  6:05 pm – 6:25 pm Lifetime Gifts

   

  6:25 pm – 6:50 pm Portability and Income Tax Planning

   

  6:50 pm – 7:05 pm Life Insurance Trusts

   

  7:05 pm – 7:20 pm Dynasty Trusts

   

  7:20 pm – 7:35 pm Sale to an Intentionally Defective Irrevocable Trust (“IDIT”)

   

  7:35 pm – 7:50 pm Break

   

  7:50 pm – 8:05 pm Family Limited Partnerships

   

  8:05 pm – 8:25 pm Grantor Retained Annuity Trusts

   

  8:25 pm – 8:28 pm Qualified Personal Residence Trusts

   

  8:28 pm – 8:40 pm Charitable Trusts

   

  8:40 pm – 8:50 pm Other Charitable Planning

   

  8:50 pm – 9:00 pm Q & A

• CLE Credit
  New York: 3.0 Professional Practice
  New Jersey: 3.0 General
  California: 2.5 General
  Pennsylvania: 2.5 General

• Sponsoring Association Committee:
  Estate & Gift Taxation, David 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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