transcript   Transcript

Challenges for Estate Planners

Recorded on: Mar. 23, 2017
Running Time: 00:59:45

Full Transcript:

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Taken from the Web Program 29th Annual Elder Law Institute recorded March, 2017 in New York.

Challenges for Estate Planners [00:59:45]
  • Challenges of estate planning
  • Federal and New York State estate taxes: a look at select differences
    • Portability of unused federal estate tax exemption amount
    • New York State cliff tax when assets are valued slightly in excess of the New York State estate tax exemption amount

Kevin H. Cohen

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Federal and New York State Estate Taxes: A Look at Select Differences
    Kevin H. Cohen

Presentation Material

  • Unique Challenges for Estate Planners in New York State
    Kevin H. Cohen
Kevin H Cohen ~ The Law Offices of Kevin H. Cohen, P.C.
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