Estate Tax Planning & Strategies

Including NY, NJ, & CT Estate Planning
(Full-Day or 2 Half-Days)

CREDITS: 8

CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Wednesday December 11, 2024 or 2 Half-Days 12/11 & 12/12
or Any Day or 2 Half-Days 12/22-26 or 12/29-31
or Thursday January 16, 2025 or 2 Half-Days 1/16 & 1/17

TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern 8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up

Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.

LOCATION: All New (2022) Pre-Recorded Webinar With Live Q&A

 

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.

    Program Level: Overview
    Prerequisites: Basic Knowledge of Federal Estate & Gift Taxation
    Advance Preparation: None Required
    $320.00 $285.00
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    $285.00
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