2022 Estate Planning and Strategies

Including NY, NJ & CT Planning

CREDITS: 8

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
  • 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.

    $390.00 $125.00
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    For multiple seminar discounts or for firm discounts please contact us

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    Our website will be closed for seminar registrations beginning at sundown on Sunday September 25 and will re-open Tuesday September 27 after sundown. You can still view the seminar archives using your link.

    To download our Fall / Winter 2022 Schedule click here.
    To download our CLE brochure click here.

    For any questions or concerns please email us at cpe@aceseminars.com or leave a message at (718) 544-1929.