Description
Co--sponsored by the New York State Bankers Association and the New York State Society of CPA's, this prestigious program covers a wide range of the most timely and important topics in trusts and estates practiceparticularly the latest on estate tax reform and practicing in uncertain times. Prominent authorities from across the nation cover the latest developments in all aspects of trusts and estates law. Detailed written materials accompany each of the presentations.
Materials
Slides |
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| Hypotheticals by Kenneth Joyce | Available after Purchase | ||
Materials |
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| Estate Planning Update By Sanford J. Schlesinger, Esq. | Available after Purchase | ||
| The New York Marriage Equality Act By William P. LaPiana | Available after Purchase | ||
| Update on Disclaimers William P. LaPiana | Available after Purchase | ||
| Overriding Trust Law- When You Can and When You Can’t By Kenneth F. Joyce | Available after Purchase | ||
| Ethics for the New Technology Hugh Kendall | Available after Purchase | ||
| Drafting Definitions of Children and Descendants Susan N. Gary | Available after Purchase | ||
| The Top Twenty (Or So) List of Personal Insurance Planning Mistakes – And How to Avoid (Or At Least Fix) Them By Lawrence Brody | Available after Purchase | ||
| QTIPS And Other Things Not To Stick In Your Ear by Alvin J. Golden | Available after Purchase | ||
| The Financial Action Task Force and the Good Practices Guidance By Duncan E. Osborne | Available after Purchase | ||
| Global Forum By Duncan Osborne | Available after Purchase | ||
| Exhibit B | Available after Purchase | ||
| Exhibit C | Available after Purchase | ||
| Exhibit D | Available after Purchase | ||
| Some Observations on Charitable Gifts of Unusual Assets Lawrence P. Katzenstein | Available after Purchase | ||
| Fiduciary Accounting vs. Tax Accounting for Trusts- Local Law Net Income Distributable Net Income and Taxable Income Stuart J. Gross | Available after Purchase | ||
| Energy MLPs- Monthly sector Presentation By Joseph Grunfeld | Available after Purchase | ||
| Tax Efficient Investing- Loss Harvesting By Joseph Grunfeld | Available after Purchase | ||
| Tax Efficient Structured Equity (TESE) By Joseph Grunfeld | Available after Purchase | ||
| Asset Protection Planning From An Estate Planner’s Perspective By John A. Terrill, II | Available after Purchase | ||
| Cutting Edge Estate Planning Techniques-What Have I Learned From My Colleagues By Diana S.C. Zeydel | Available after Purchase | ||
| A Commonsense Guide to Defeating Will Contests By Harvey E. Corn | Available after Purchase | ||
| Defensive Strategies For Potential Will and Trust Contests By Louis S. Harrison | Available after Purchase | ||
| Extra Precautions Reduce Likelihood That a Will Contest Will Succeed By Lisa M. Stern and Jay D. Waxenberg | Available after Purchase | ||
| New York County Surrogate's Court Estate Of Robert Halsband, Dec'd | Available after Purchase | ||
| In re Walther's Will 6 N.Y.2d 49 (1959) Court of Appeals of New York | Available after Purchase | ||
| Let's (Not) Go To the Videotape- The Problem With Taping Will Executions By Robert M. Abrahams And William D. Zabel | Available after Purchase | ||
| New York State Estates, Powers and Trust Law Article 10 – Powers | Available after Purchase | ||
| New York State Estates, Powers and Trust Law Article 11-A -Uniform Principal and Income Act | Available after Purchase | ||
| Faculty Biographies | Available after Purchase | ||