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48th Annual Estate Planning Institute

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From the program: 48th Annual Estate Planning Institute

Released on: Sep. 14, 2017

Significant federal transfer tax and related income tax developments may occur during the first eight months of the Trump Administration, including the possible repeal of the federal estate tax.  The program will review any such transfer tax developments, and discuss how they may impact estate, trust and income tax planning, and how they may impact the administration of decedents’ estates.  Moreover, the program will review other ...

Estate Planning for Post-Death Decisions

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: OK, welcome back for the afternoon session of second day, our final session. Very interesting, during lunch my assistant brought over my mail. And believe it or not, BNA has conspicuously reported Cathy Hughes' lecture yesterday. It's in there. So I read it, and it's an accurate reporting of it. And PLI did get credit for that's where she spoke. So we were lucky to have Cathy, and she's pretty newsworthy with IRS at this point. ...

Estate Planning in Anticipation of the Death and Resurrection of the Estate Tax: The Design and Administration of GRATs and QPRTs

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD SCHLESINGER: OK. Welcome back, everybody, for our afternoon session on the first day. Some of this stuff, this afternoon, is going to flush out some of the things from this morning, and cover some new areas as well. So our next subject is Estate Planning in Anticipation of the Death and Resurrection of the Estate Tax. How premature can you be? The design administration of GRATs and QPRTs-- again, sophisticated planning-- obviously, a good ...

Estate Planning for Digital Assets

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: OK. Well, Sharon sort of already introduced the next subject, and that's planning with digital assets. And we're back to the concept of this really is a moving target. And when I started adding this to programs that I chair, it came about one morning. I usually wake up in the middle of the night. For some reason, I think best when I'm asleep. I don't know why, but I do. And I woke up and I said, Jesus, you know what. Digital ...

Estate Planning: Choosing Wisely Among Charitable Remainder Trusts

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

Hi, we're back for our next session, which is on charitable planning. And the title of it is Estate Planning-- Choosing Wisely among Charitable Remainder Trusts. And I am thrilled to have as our speaker, Conrad Teitell, who is probably the quintessential expert on charitable planning. He is Principal in the Connecticut and Florida law firm of Cummings & Lockwood, based in Stamford, Connecticut. And he chairs the firm's national charitable planning ...

Sophisticated (and less Sophisticated!) Estate Planning Techniques

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD SCHLESINGER: OK. Welcome back, everybody. So we now have the thinking of the IRS. And hopefully, Cathy will come back next year, and we'll have a new tax law. Who knows? Now, since we still have an estate tax, we have to assume we're still going to have an estate tax. And we're going to do sophisticated and less sophisticated estate planning techniques. And our speaker is Blanche Lark Christerson, who is managing director of Deutsche Bank ...

Latest State-Level Estate Planning Developments Across the U.S.

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J SCHLESINGER: Great. Good morning and welcome to day two of the 48th Annual PLI Tax Planning Institute. Connie and I were talking about how long this has been going on and how long I've been doing it. And I don't remember. I really don't at this point, because before I chaired it, my partner at Shea and Gould, Allan Parker, chaired it, and I spoke on it. So I'm getting really scared that I may have been at almost every one of these. And that's ...

Trusts and Estates: Elder Law and Special Needs Update

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD SCHLESINGER: OK. And I think literally, this is a correct answer, back by popular demand. Three or four years ago, I guess we started adding back the elder law senior care-- BERNARD A.KROOKS: Six or seven. SANFORD SCHLESINGER: What? BERNARD A.KROOKS: It might be six or seven. SANFORD SCHLESINGER: It's that long that we're doing it? BERNARD A.KROOKS: Yeah, yeah. SANFORD SCHLESINGER: Wow. And the response we've gotten to having you here ...

Recent Developments in Estate Planning and Transfer Taxation

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: Whoa. No, 88%; yes, 12%. Wow. I'm not so sure you're right. We'll get to that, obviously, within the next hour. But I'm not so sure you're right. I'm really quite surprised that almost everybody thinks it won't be repealed. Now, that's a loaded question, right, a little bit because it doesn't say when and number two, I said the question is the transfer tax system, which means the estate, gift, and GST taxes. I wonder if the ...

Estate Planning: Fiduciary Income Taxation and Grantor Trusts

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: OK, one final session this afternoon. Very importantly, it's estate planning for fiduciary income taxation and trust. And what's very important about this subject, and I feel very strongly about it, is the fact-- I lost Stephanie's bio. You're leaving. And I lost your bio. So we're even. But this is a very important subject, frankly, because if you've been following closely today, or even not that closely, estate taxes do ...

Trusts and Estates: Asset Protection Planning

Transcripts  Transcripts    

Recorded on: Sep. 13, 2017

SANFORD J. SCHLESINGER: Our next subject-- and by way, I say it every year and I want to say it again, we try to change the subjects in alternating-- we try to change the subjects every year. So in case we don't cover something that's interesting to somebody, or we're covering too much of something, let us know because I do change this every year. And basically every other year, we do, for lack of a better term, asset protection planning as a subject ...

Reconciliation Act of 2017: The End of Permanency

MP3 Audio  Audio Download (MP3)    On-Demand Web Briefing  On-Demand One-Hour Briefing    

Recorded on: Mar. 15, 2018

Taken from the One-Hour Briefing Recorded March 2018 in New York Reconciliation Act of 2017: The End of Permanency [Total RunTime: 01:02:46] The Reconciliation Act of 2017 was enacted on December 22, 2017. Sanford (“Sandy”) J. Schlesinger, the founding partner of Schlesinger Lazetera & Auchincloss LLP, will discuss the transfer tax aspects of the Act, including the following:  The major gift tax, estate tax and generation-skipping ...

Reconciliation Act of 2017: The End of Permanency

Transcripts  Transcripts    

Recorded on: Mar. 21, 2018

AMY TAUB: Hello, My name is Amy Taub. And I'm a program attorney with PLI, a nonprofit learning organization. I would like to welcome you to today's briefing-- Reconciliation Act of 2017, the end of permanency. Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to material for this briefing via ...

30th Annual Elder Law Institute

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From the program: 30th Annual Elder Law Institute

Released on: May. 4, 2018

In addition to the credits listed to the right, this program also offers credit for CFP certification. The 30th Annual Elder Law Institute has been approved by the CFP Board for 7.50 CE credits. At PLI’s 30th Annual Elder Law Institute, expert faculty will explore developing issues and key considerations for elder law practitioners and also will review elder law fundamentals such as Medicare, Medicaid, Supplemental Needs Trusts, and ...

Senior Housing Options and Assisted Living Update

Transcripts  Transcripts    

Recorded on: May. 1, 2018

JEFFREY G. ABRANDT: Good afternoon. Welcome back everyone from lunch. I hope you enjoyed it. We're going to start right up. I'm very excited to introduce Judy Grimaldi. Judy's going to be speaking about senior housing options in assisted living. I can go on and on about Judy. Judy is a partner in the first all-female elder law firm, I think in the state. Judy is a fabulous practitioner who does great work. Judy I know for many years. Judy was a social ...

Introduction to Social Security Benefits with an Emphasis on Disability Insurance Benefits and Supplemental Security Income Disability

Transcripts  Transcripts    

Recorded on: May. 1, 2018

DOUGLAS CHU: All right. Continuing in our program, we are now going to have a section on social security benefits. In particular, we want to get into some coverage of SSD benefits, because while we deal with seniors, there's a-- someone's talking? Someone's phone? Oh. OK. So for our speaker today, we have Christopher Bowes-- Chris Bowes-- who is co-founder and executive director of CDARs. And we-- beside his bio, which you can see in the program, ...

Medicare (And How To Get Help Paying For It)

Transcripts  Transcripts    

Recorded on: May. 1, 2018

DOUGLAS J. CHU: All right, everybody. We're starting again. Going to ring the dinner gong. I'm sure people will-- wow, is it a lot louder? They put it louder, so they could hear me outside. The bar is closed. SPEAKER 1: Except the lampshades are on a lot of people's heads. DOUGLAS J. CHU: All right. So welcome back, everybody, to the post break. And then, we'll make our-- after this, we'll, of course, make our way to lunch. So in keeping with ...

International Estate & Tax Planning 2018

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From the program: International Estate & Tax Planning 2018

Released on: May. 28, 2018

In addition to the credits listed to the right, this program also offers credit for CFP certification. International Estate & Tax Planning 2018 has been approved for 7.50 CE credits. As individuals and business taxpayers increasingly globalize their personal and commercial activity, they expose themselves to greater legal and tax obligations. Legal advisers must consult their clients with a complete understanding of applicable tax regimes and ...

Planning with Foreign Grantor and Nongrantor Trusts

Transcripts  Transcripts    

Recorded on: May. 22, 2018

MEGAN WORRELL: Hi, everyone, and welcome back from lunch. We're going to start out the right after lunch topic with foreign trust. So it's my pleasure to introduce here there's my co-chair today, Dean Berry, and his partner, Robert or Bob Lawrence also Cadwalader. Now Bob, you really don't need much of an introduction. You have every fancy title I can possibly think of. And I'll just really say one thing. Chambers calls Bob-- he's described as one ...

U.S. Tax Income and Transfer Tax Planning for Individuals Arriving/Leaving the U.S.

Transcripts  Transcripts    

Recorded on: May. 22, 2018

ANDREW S. AUCHINCLOSS: So Shelly and I have the program where we are aiming at two things, really. We're going to try to knock out some of the basic material-- so apologies to those of you who've declared your-- who've been here five times or more and are expert in the field. We're aiming this presentation more at the people who are just getting into international planning. And so we're going to be knocking out some of the basics. Our second goal ...

New Tax Law Changes as They Affect Tax Planning for International Private Clients

Transcripts  Transcripts    

Recorded on: May. 22, 2018

MEGAN R. WORREL: The next panel, we have Karen Brodsky here who's a partner at Deloitte. Dave, I was going to pronounce your last name wrong. I'm sorry. David Warco, also a partner at Deloitte. Karen is the Deloitte head of their global private client team. And Dave's practice is international tax, a little more on the corporate side. I've mentioned this before. And personally for me, as a private client lawyer, I work very closely with a corporate ...

Investment in U.S. Real Estate by Nonresident Aliens (NRAs)

Transcripts  Transcripts    

Recorded on: May. 22, 2018

MEGAN R. WORRELL: So Carl is here at the private client group of Day Pitney here in New York. And really, all of our speakers today are internationally recognized speakers. So I'm trying to tell you some of the things that are a little different about them. Carl comes from a business tax background before he became a private client lawyer. So he brings a lot of good, different experiences to the way he practices in this area. And he is also currently ...

Dealing with Noncompliant International Private Clients with Unreported Foreign Income or Accounts

Transcripts  Transcripts    

Recorded on: May. 22, 2018

DEAN C. BERRY: Thank you. It's my great pleasure to introduce Barbara Kaplan. She's a shareholder of Greenberg Traurig. She is Co-Chair of the Global Tax Practice and Chair of the Tax Practice in the New York office. Her practice focus primarily on tax controversies, both civil and criminal, and she engages in litigation in courts with jurisdiction over federal, state, and local tax matters. She's a Fellow of the American College of Tax Council, ...

Ethical Issues for the International Private Client Attorney: Anti-money Laundering (AML), Know Your Customer (KYC) and the Attorney-Client Relationship

Transcripts  Transcripts    

Recorded on: May. 22, 2018

DEAN C. BERRY: Our last session is in the program as "Ethical Issues for the International Private Client Attorney." But I've been assured that many of these issues are also relevant to accountants as well. It's my pleasure to introduce Jack Terrill. He is a partner at Heckscher, Teillon, Terrill, and Sager in West Conshohocken, Pennsylvania. His practice focuses on estate planning for clients with complex assets like businesses, real estate, et ...

Bridge-the-Gap: Professional Practice for Newly Admitted Attorneys 2018 -- Fundamentals of Trusts & Estates

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From the program: Bridge-the-Gap: Professional Practice for Newly Admitted Attorneys 2018

Recorded on: Aug. 9, 2018

Taken from the Web Program Bridge-the-Gap: Professional Practice for Newly Admitted Attorneys 2018 Recorded August, 2018 in New York [01:01:46] Understand why it is important for everyone to have a will Discover the necessary steps to create a valid will Learn about basic will drafting techniques and recognize potential issues and pitfalls Understand basic estate tax considerations Appreciate the risks in representing ...


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