On-Demand Learning

Tax

Estate

Recorded on: Feb. 6, 2013

Taken from the briefing American Taxpayer Relief Act of 2012: Permanency at Last? recorded February, 2013. On January 1, 2013, Congress passed the American Taxpayer Relief Act of 2012, and President Obama signed the Act into law on January 2, 2013. Sanford (“Sandy”) J. Schlesinger, the founding partner of Schlesinger Gannon & Lazetera LLP, will discuss the transfer tax aspects of the Act. Lecture Topics  [Total ...

From the program: Estate Planning Institute (43rd Annual)

Released on: Sep. 25, 2012

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of2010, which was enacted on December 17, 2010, completely changed the landscape regarding federal estate taxes, gift taxes and generation- skipping transfer taxes, but these tax law changes are scheduled to expire on December 31, 2012. In addition, President's Obama's budget for the government's fiscal year ending September 30, 2013 contains major proposals for transfer ...

Recorded on: Apr. 24, 2013

Taken from the Web Program 25th Annual Elder Law Institute Recorded April, 2013 in New YorkElder Law: What you need to know about gift and estate taxes [00:59:51] Estate and gift taxes: Methods to plan for state death taxes Dealing with qualified accounts The purchase price of this segment includes the following article(s) from the Course Handbook available online: Taxes: What You Need to Know for the Elder Law ConsultationAllison J. Busch Presentation ...

Recorded on: Mar. 22, 2012

LESLIE H. LOFFMAN: Let's get started. Once again, Stef Tucker's rejoined us. And while we were all speaking, he was learning estate planning. Thank you. And also let me welcome Barbara Sloan, a partner in the New York City law firm of McLaughlin and Stern. She began her practice in DC and moved to New York in '98. And her practice involves estate planning, the administration of estates and trusts, trustee and beneficiary litigation, business succession ...

From the program: International Estate & Tax Planning 2013

Released on: May. 7, 2013

Individuals with connections to more than one country - international private clients - need sophisticated succession and tax planning advisors to help them navigate a complex and sometimes treacherous legal, tax and regulatory environment. These clients include U.S. persons with assets or beneficiaries outside the United States, as well as non-U.S. persons with U.S. connections. Their advisors must view a client’s specific circumstances ...