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.
We also have a 3.5 credit course that presents a discussion of selected significant topics relating to estate planning. It includes a detailed line-by-line explanation of IRS Form 8971 on reporting basis. Topics include: IRS Form 8971; charitable trusts; GRITS; GRATS; GRUTS and Qualified Personal Residence Trust; and more.
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
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.