Estate Planning and Strategies

Selected Topics


CATEGORY: Professional Practice

SPEAKER: Arthur J. Werner, Esq.

This course 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.

We also have a 8 credit course that highlights the most recent estate planning and strategies post Tax Cuts & Jobs Act. There is also a special separate discussion of Estate Planning for NY, NJ, and CT. Topics include: new estate and gift tax rules; portability rules; GST (Generation Skipping Tax); Analysis of IRS Code Sections 2031-2058 on Estate Tax; NYS, NJ, & CT Estate Planning; Domicile.

$150.00 $75.00
Add to wishlist


For multiple seminar discounts or for firm discounts please contact us

Recently Viewed Products

Our website will be closed for seminar registrations Friday September 15, 2023 at sundown and will re-open Sunday September 17, 2023 after sundown. You can still view the seminar archives using your link.

To download our Fall & Winter 2023 Schedule click here.
To download our CLE brochure click here.

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