Estate Planning and Strategies

Including NY, NJ & CT Planning


CATEGORY: Professional Practice

SPEAKER: Arthur J. Werner, Esq.

This seminar reviews and updates the latest rules for Federal estate taxation as well as the co-ordination with NYS estate tax rules. Planning and new strategies are emphasized. A line-by-line discussion of the New York ET-706 is highlighted together with the Federal 706 estate tax form. This is a truly unique and must-attend seminar.

Topics & Learning Objectives Include:

  • New Estate Tax Rules Under TCJA
  • Estate Tax Issues & Planning Techniques
  • Portability Rules
  • Form 706 - Federal Estate Tax
  • Estate Planning for NY, NJ, and CT
  • New York ET-706
  • Domicile

    Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.

    $250.00 $125.00
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    For multiple seminar discounts or for firm discounts please contact us

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