Tuesday, September 3, 2013

Upcoming CLE on Tax & Estate Planning Under Taxpayer Relief Act

The New York City Bar is hosting an evening program on October 24, 2013 on Tax & Estate Planning under the Taxpayer Relief Act of 2012.  The CLE program will be available in multiple formats, including a live Webcast.

The program description:  

"Estate planning has become more complicated as a result of the new tax law, especially in decoupled states such as New York, New Jersey and Connecticut. Preparing an estate plan involves the interplay of the Federal estate tax, the state estate tax, portability, higher income tax rates, basis step-up, and asset protection. This course will cover the provisions of the new law and how the new law and its interaction with state law affects the planning for clients with various size estates. Income tax issues including the benefits of the Roth conversion under the new law will also be discussed."


Estates and Trusts, Programs/CLEs, Webinars | Permalink

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