(Webcast) Top Ten Estate Planning Techniques in 2020 and Beyond

Tuesday, November 17, 2020 | 3:00 pm – 6:00 pm

Register for the Live Webcast

Program Chair:

Jessica Galligan Goldsmith
Kurzman Eisenberg Corbin & Lever, LLP

  • 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.

    Program Fee:
    $199 for Members | $299 for Nonmembers
    Small Law Firm: $99 for Members

    Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2018-2020), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

  • Loretta Ippolito
    Paul, Weiss, Rifkind, Wharton & Garrison LLP

    Christiana Lazo
    Kirkland & Ellis LLP 

    Brad Richter
    Fried, Frank, Harris, Shriver & Jacobson LLP

    David E. Stutzman
    Seward & Kissel LLP

    Lois Tilton
    Perkins Coie LLP

  • 3:00pm – 3:15pm
    Current Gift, Federal and State Estate Tax and GST Tax Exemptions

    3:15pm – 3:30pm
    Portability and Income Tax Planning

    3:30pm – 3:45pm
    Life Insurance Trusts

    3:45pm – 4:00pm
    Dynasty Trusts

    4:00pm – 4:15pm
    Sale to an Intentionally Defective Irrevocable Trust

    4:15pm – 4:30pm
    Family Limited Partnerships

    4:30pm – 4:45pm
    Break

    4:45pm – 5:00pm
    Grantor Retained Annuity Trusts

    5:00pm – 5:15pm
    Qualified Personal Residence Trusts

    5:15pm – 5:30pm
    Charitable Trusts

    5:30pm – 5:45pm
    Other Charitable Planning

    5:45pm – 6:00pm
    Q&A

  • New York: 3.0 Professional Practice
    New Jersey: 3.3 General
    California: 3.0 General
    Pennsylvania: 2.5 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

Register for the Live Webcast

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