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

Wednesday, November 3, 2021 | 10:00 am – 12:00 pm


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 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.

    Program Fee:
    $149 for Members | $249 for Nonmembers
    Small Law Firm: $79 for Members

    Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2019-2021), In-House/Corporate Counsel, Judges, and attorney members who practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

  • Kristen Curatolo
    Kirkland & Ellis

    Mary T. Defesi Delman
    Principal, Citrin Cooperman

    Christopher M. Parker
    McDermott Will & Emery

    Daniel J. Studin
    Morrison Cohen LLP

    Samuel Thomas
    Seward & Kissel LLP

  • 10:00 am – 10:10 am
    Introduction & Overview
    Lois Tilton

    10:10 am – 10:30 am
    New York State Update and Status
    Samuel Thomas

    10:30 am – 11:10 am
    Federal Update and Status
    Christopher Parker and Kristen Curatolo

    11:10 am – 11:50 am
    Estate Planning Opportunities and Challenges
    Daniel J. Studin and Mary T. Defesi Delman

    11:50 am – 12:00 pm
    Q & A

  • New York: 2.0 Professional Practice
    New Jersey: 2.0 General
    California: 2.0 General
    Pennsylvania: 1.5 General
    Connecticut: Available to Licensed Attorneys

  • 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