Tax

Estate

Published: July 2006
Last Updated: April 2013

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 ...

Course Handbook from the program International Estate & Tax Planning 2012: Planning for the International Private Client, held April, 2012.

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: 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: Elder Law Institute 2013 (25th Annual)

Recorded on: Apr. 22, 2013

Taken from the Web Program Elder Law Institute 2013 (25th Annual) recorded April, 2013 in New York.Lecture Topics  [00:59:12]Elder Law: What you need to know about gift and estate taxes  [00:59:12] 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 from the Course Handbook available online: Taxes: What You Need to Know ...

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 ...

• Sep. 16 - 17, 2013 New York, NY

• Sep. 16 - 17, 2013 Webcast

• Sep. 16 - 17, 2013 New Brunswick, NJ

The American Taxpayer Relief Act of 2012 (the “2012 Tax Act”), which was enacted on January 2, 2013, made “permanent” many of the changes of the federal transfer tax system that were part of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 and that were scheduled to expire at the end of 2012. In addition, the 2012 Tax Act made significant federal income tax changes. Further, President Obama’s budget for the government’s ...

• Apr. 22, 2014 New York, NY

• Apr. 22, 2014 Webcast

Mark Your Calendar.  More Information to Come!

• Sep. 8 - 9, 2014 New York, NY

• Sep. 8 - 9, 2014 Webcast

Mark Your Calendar.  More Information to Come!