2022 NYS Estate Tax Planning & Strategies

Featuring A Special Session on NY, NJ, & CT Estate Planning
(Full-Day or 2 Half-Days)

CREDITS: 8

CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Wednesday August 10, 2022
(or 2 Half-Days option 8/10 & 8/11)

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: 12:00 - 3:40 P.M. Eastern on each day.

LOCATION: Live Seminar at the Long Island Marriott, Uniondale L.I. or All New Pre-Recorded Webinar

This seminar reviews and updates the latest rules for NYS estate taxation as well as the co-ordination with the Federal 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
  • Estate Planning for NY, NJ, and CT
  • 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
  • $310.00 $265.00
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    $265.00
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