Estate Tax Planning & Strategies Including NY, NJ, & CT Estate Planning
(Full-Day or 2 Half-Days)
(Full-Day or 2 Half-Days)
CREDITS: 8
CATEGORY: Taxation
SPEAKER: Arthur J. Werner, Esq.
DATE: Tuesday November 19, 2024 or 2 Half-Days 11/19 & 11/20
or Wednesday December 11, 2024 or 2 Half-Days 12/11 & 12/12
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.
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