Join elder law attorney Anthony J. Enea, Esq. for an in-depth look at how to avoid the tax implications of New York’s “estate tax cliff.” Learn effective planning techniques, from the role of completed gift trusts to disclaimer and “Santa Clause” provisions.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Understand the foundational principles of estate taxation, including how both federal and New York estate tax exemptions are calculated and applied.
- Examine the differences between federal and state estate and gift tax exemptions, and how they impact estate planning strategies.
- Evaluate planning options available to individuals and families to reduce estate tax liability and preserve wealth across generations.
Major Topics
- Estate Tax Basics
- The New York Estate Tax Exemption
- The Federal Estate and Gift Tax Exemption
- Planning Options
