Home

Estate Planning in Uncertain Times: Tax and Non-Tax Considerations (2009)

We are pleased to bring you this recording of the Trusts and Estates Law Section’s Spring 2009 Meeting. The uncertainties of estate and income tax reform in turbulent economic times present estate planners with unique challenges in counseling clients. Despite these uncertainties, many tried and true estate planning techniques transcend these challenges and provide estate planners with valuable planning options to meet the needs of their clients. This program is designed to explore a sample of these planning options through a panel of esteemed practitioners and academics in the field and provide a framework for estate planning opportunities during these uncertain times.

Program Contents

• Using Family Entities in Estate Planning
• Changing Trust Situs
• Drafting for Donor Intent
• Apples and Oranges: An Overview of Florida Probate and Trust Law for the New York Lawyer
• Making the Most of Retirement Plans: Estate Planning Tips and Tools
• Fiduciary Income Tax: Tricks and Traps
• The Care and Feeding of GRATs
• Recent Developments and Trends in Estate Planning

Program Speakers

Amy B. Beller, Esq.
The Beller Law Firm, P.A.
—Boca Raton, Florida

Prof. Susan Gary
University of Oregon School of Law
—Eugene, Oregon

T. Randolph Harris, Esq.
McLaughlin & Stern, LLP
—New York City

Carlyn S. McCaffrey, Esq.
Weil, Gotshal & Manges LLP
—New York City

Prof. David Pratt
Albany Law School
—Albany

Jonathan J. Rikoon, Esq.
Debevoise & Plimpton LLP
—New York City

Joshua S. Rubenstein, Esq.
Katten Muchin Rosenman LLP
—New York City

Sanford J. Schlesinger, Esq.
Schlesinger Gannon & Lazetera LLP
—New York City

Total MCLE Credits 7.5
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
Estate Planning in Uncertain Times: Tax and Non-Tax Considerations (2009) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1811	$40.00	$60.00
+ Estate Planning in Uncertain Times: Tax and Non-Tax Considerations (2009) (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) 1811M	$85.00	$160.00
* Estate Planning in Uncertain Times: Tax and Non-Tax Considerations (2009) (MCLE Audio on CD) D811	$175.00	$260.00
* Estate Planning in Uncertain Times: Tax and Non-Tax Considerations (2009) (CLE on DVD) F811	$200.00	$290.00