Elder Law and Special Needs Planning at the NYU School of Professional Studies Tax Conference

Date: July 17, 2024
Time: All Day
Location: Westin New York at Times Square

On Wednesday, July 17, Partner Amy C. O’Hara, CELA® and Attorney Brian M. Miller, CELA®, will be presenting at New York University’s School of Professional Studies Tax Conference. The July 17 Sessions for The Introduction to Trusts and Estates Conference provides an understanding of the varieties of taxes and tax issues applicable to gratuitous transfers by individuals and trusts and estates. Key topics include:

• The fundamentals of the estate tax, gift tax, and generation-skipping transfer tax, including inclusions and exclusions, common valuation issues, and typical resolutions
• Fundamentals of estate and trust planning for individuals and families of modest to ultra-high net-worth
• The ancillary impact of the estate tax rules including basis rules applicable to assets distributed from the estate to beneficiaries
• The basics and differences in planning before and after death, with emphasis on the relationship of the gift tax to the estate tax and planning opportunities involving spouses and family members
• Income tax planning in estates, trusts, and beneficiaries

The Introduction to Trusts and Estates Conference is hosted at the Westin New York at Times Square. For more information, please contact Kathleen Costello at 212-992-3320 or via email at SPS.TAX@NYU.EDU.

2024 Tax and Planned Giving Seminar

Date: July 24, 2024
Time: 7:30 am - 10:00 am
Location: Irondequoit Country Club

To register or for more information, please visit here.

Join The Jewish Federation of Greater Rochester for their annual Tax & Planned Giving Seminar on Wednesday, July 24, 2024, from 7:30 am to 10:00am at the Irondequoit Country Club. 

Founding Partner Bernard A. Krooks , J.D., CPA, LLM (in taxation), CELA®, AEP® (Distinguished) will be the featured speaker. He will present on topics important to tax and planned giving, and planning for seniors and individuals with disabilities and their families is growing in importance as more Americans are living longer and living with disabilities. 

This complimentary seminar will be offered in-person only and will be available on a first-come, first-served basis.