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.”