Estate Tax Planning & Strategies <p><em>Including NY, NJ, & CT Estate Planning<br> (Full-Day or 2 Half-Days) </br></em></p>
This seminar reviews and updates the latest rules for Federal estate taxation as well as the co-ordination with NYS estate tax rules. Planning and new strategies are emphasized. A line-by-line discussion of the New York ET-706 is highlighted together with the Federal 706 estate tax form. This is a truly unique and must-attend seminar. Topics & Learning Objectives Include: New Estate Tax Rules Under TCJA Estate Tax Issues & Planning Techniques Portability Rules Form 706 - Federal Estate Tax Estate Planning for NY, NJ, and CT New York ET-706 Domicile Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues. Program Level: Overview Prerequisites: Basic Knowledge of Federal Estate & Gift Taxation Advance Preparation: None Required