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Estate Planning for Digital Assets

MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

Recorded on: Sep. 13, 2017

Taken from the Web Program Recorded September 11 - 12, 2017 in New YorkEstate Planning for Digital Assets [01:01:32]• Understand the federal privacy laws • What are digital assets? • Discussion of the Uniform Law dealing with digital assets • Accessing, securing and distributing digital assets • Planning techniques to avoid pitfalls and ensure smooth administration of digital assets • Preserving ...

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

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: 30th Annual Elder Law Institute

Released on: May. 4, 2018

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 assisted living options.  The program also will address Social Security Benefits, with special attention to applying for and appealing decisions concerning Disability Insurance Benefits and Supplemental ...

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 ...

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, ...

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 ...

International Estate & Tax Planning 2018

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: International Estate & Tax Planning 2018

Released on: May. 28, 2018

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 multijurisdictional issues. Whether their clients are United States persons with assets or beneficiaries overseas, non-U.S. persons with ties to the U.S., or business entities with a mix ...

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 ...

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 ...

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 ...

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 ...

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, ...

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 ...

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

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

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 ...

49th Annual Estate Planning Institute

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: 49th Annual Estate Planning Institute

Released on: Oct. 2, 2018

The Reconciliation Act of 2017 (the “2017 Act”), which was enacted on December 22, 2017, included significant changes to the federal transfer tax regime and related income tax provisions. This program will review such transfer tax and related income tax developments, and will discuss how they impact estate, trust and income tax planning, and the administration of decedents’ estates. Moreover, the program will review other recent ...

Sophisticated (and Less Sophisticated!) Estate Planning Techniques

Transcripts  Transcripts    

Recorded on: Oct. 3, 2018

SANFORD J. SCHLESIGNER: Thank you. We're back. Our next subject is sophisticated and less sophisticated estate planning techniques. And part of my philosophy is, as I said earlier, people are telling you to do all sorts of fancy stuff, and then when you ask them, have they done the simple stuff, they haven't done it and they don't want to do it. And our speaker on this subject is Blanche Lark Christerson, who has lectured on this I think as long ...

The Near Death and Possible Resurrection of the Estate Tax and Other Transfer Tax Issues

Transcripts  Transcripts    

Recorded on: Oct. 3, 2018

SANFORD J. SCHLESINGER: You know, it reminds me of a statement by Mayor Koch, after we had horrendous snowstorms and everything else. And they said, what are you going to do about these horrendous snowstorms? Reminds me of today, when we have a perfect storm, a combination of the UN and the weather. And I do believe Laura is coming from New Jersey. In our office, we have a policy. If we have two equally qualified candidates, and one lives in New ...

Elder Law and Special Needs Update

Transcripts  Transcripts    

Recorded on: Oct. 3, 2018

SANFORD SCHLESINGER: Our next subject is a change of pace. And I guess we really need one-- elder law and special needs update. We put this back on the program, probably what, Bernie-- three or four years ago? BERNARD KROOKS: I think it's about 10. SANFORD SCHLESINGER: It's 10 now? BERNARD KROOKS: Yeah. SANFORD SCHLESINGER: It is? Oh, god. BERNARD KROOKS: I remember doing the 40th. SANFORD SCHLESINGER: The 40th? OK, it's 10. For the longest ...

Valuation Issues and Opportunities After Estate Tax Reform: High, Middle, or In-Between?

Transcripts  Transcripts    

Recorded on: Oct. 3, 2018

SANFORD J. SCHLESINGER: This morning we alluded, on many occasions, that basically, transfer taxation is now a trade-off or a competition with income taxation. And one of the major areas of the income taxation issues is basis. And basis is going to be very critical as to incurring income tax and a trade-off for avoiding estate tax. So our next subject-- and that, of course, feeds into the valuation of the assets that you're transferring or not transferring. ...

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

Transcripts  Transcripts    

Recorded on: Oct. 3, 2018

SANFORD SCHLESINGER: Thank you, and welcome back to the final three lectures. And this is one year we're not going to lose anybody who wants to stay outside because of the weather or the traffic. Now some years, especially this time of year, the weather is gorgeous and we do lose people. But this year, I think you're lucky to be inside. Subjects this afternoon are a little bit more specialized than some of the subjects that we've had over the last ...

Matrimonial Law and Estate Planning – Prenuptials, Postnuptials and Separation Agreements Under the 2017 Tax Act

Transcripts  Transcripts    

Recorded on: Oct. 3, 2018

SANFORD SCHLESINGER: OK. Now for a total change-- well, maybe it's not a total change of pace. People will get divorced and leave the country. That'll be our subject next year. Again, a subject which I've been asked to do and am doing this year for a very specific reason-- we've done it maybe once before-- is the relationship between matrimonial law and estate planning. It's become more and more important under the new tax act. Unfortunately, in ...

Estate Planning: Attorneys as Beneficiaries and/or Fiduciaries

Transcripts  Transcripts    

Recorded on: Oct. 3, 2018

SANFORD SCHLESINGER: OK. We're in the homestretch, at least for today. And our last subject, but certainly not our least subject, is estate planning attorneys as beneficiaries and/or fiduciaries. And obviously, all of us know the ethics part is the hardest part. And I was very lucky to come across Marian, because my wife is also my law partner. She's also a trusted estates lawyer and she needed CLE credit for what? For ethics. And she, I think, saw ...

Recent Developments in Transfer Taxation and Estate Planning

Transcripts  Transcripts    

Recorded on: Oct. 3, 2018

SANFORD SCHLESINGER: OK, let's-- what I want to do is do a relatively brief overview of the act first, as it applies to what we're talking about in the next two days, and then go into some other developments because, truthfully, the act was not the only thing that happened this year, OK? So but because of the act-- and the act really, on its face, has very little to do with transfer taxation, right? And before we even get the act itself, remember, ...

Cool Charitable Deduction Strategies in the New Tax Climate

Transcripts  Transcripts    

Recorded on: Oct. 3, 2018

SANFORD J. SCHLESINGER: OK, Our last subject of the morning. And I'm going to take the liberty to change the title for Connie Teitell a little bit-- cool charitable deduction strategies in the new global warming tax climate, if I may, Connie. Our speaker on this is probably the expert on charitable planning and charitable giving. Connie has been lecturing as long as I can remember. He is a principal in the Connecticut and Florida law firm of Cummings ...


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