NYSBA

Discount Gifting Techniques in Estate Planning (2004)

This half-day advanced-level seminar spotlights sophisticated estate planning techniques using QRPTs, GRATs, Family Limited Partnerships and LLCs. The experienced speakers cover the latest methods of maximizing tax savings in light of recent court decisions, Internal Revenue Service pronouncements and Treasury Regulations.

 

Program Contents

· Family Limited Partnerships and LLCs

· Grantor Retained Annuity Trusts

· Qualified Personal Residence Trusts

 

Program Speakers

Robert Wm. Johnson, III, Esq. (Chair)
Martin, Shudt, Wallace, DiLorenzo & Johnson
—Troy

David L. Evans, Esq., CPA
Urbach Kahn & Werlin
—Albany

Jon L. Schumacher, Esq.
Nixon Peabody LLP
—Rochester

Gerald F. Stack, Esq.
Hancock & Estabrook, LLP
—Syracuse

 

Total MCLE Credits                        4.0

Ethics MCLE Credits                       0.0

 

* Each additional person who uses the tapes for MCLE credit must purchase a copy of the “MCLE coursebook.”
Product Type Member Price Non Member Price
Discount Gifting Techniques in Estate Planning (2004) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1549 $40.00 $60.00
+ Discount Gifting Techniques in Estate Planning (2004) (MCLE credit only if you have access to the course's audio/video/CD recording. You cannot receive MCLE credit from a coursebook alone.) (CLE CourseBooks) 1549M $60.00 $125.00
* Discount Gifting Techniques in Estate Planning (2004) (MCLE Audio on CD) D5491 $130.00 $205.00
+ Each additional person who uses the recorded media for MCLE credit must purchase a copy of this "MCLE coursebook"

* This recording already includes one copy of the MCLE course materials. Course materials provided electronically for all CLE Online Programs, and for CD/DVD Programs from 2010 and later. CD/DVD Programs prior to 2010 include a printed copy of the course materials.