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Product ID: 399065EAU
 
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New York Estate Tax and Estate Planning Updates

OnDemand Webinar (87 minutes)

Get updated on New York's most recent law changes that impact estate tax planning and reporting. This topic is ideal for all attorneys who engage in estate planning and estate administration for New York State residents and nonresidents with property in the State of New York. We will discuss the most recent law changes and the potential pitfalls associated with New York State estates. This topic will address the impact of these New York State laws on how the attorney drafts wills, trusts and other estate planning documents and the impact of these laws on estate tax planning and reporting.

Authors

Judith A. Flory, Esq., The Law Firm of Judith A. Flory, PLLC

Agenda

Changes in the New York State Estate Tax Exclusion

• Where Do We Stand?

• Are There Changes Coming?

The New York State Estate Tax Cliff

• What Is It?

• Can It Be Avoided, and If so, How?

• Drafting Possibilities

Lack of Portability on State Estate Tax Level

• How Does This Affect Estate Planning?

• Drafting Possibilities

• Is There Any Change on the Horizon?

Spousal Trusts and the 'Gap'

• What Is the 'Gap'?

• A/B Trusts Drafting Concerns for NYS Residents

• Drafting Possibilities

Issues for the Nonresident Client With Property Located in New York State

New Rules Relating to Posthumously Conceived Children

Digitized Assets Planning Problems

Additional Formats

Audio & Reference ManualMore Info