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Avoiding the New York Estate Tax "Cliff"
What You'll Learn AI-Generated
- 1 How New York domicile and the 184‑day/permanent home tests determine estate tax liability
- 2 How New York adds includable gifts made within three years to the federal gross estate
- 3 How lack of portability and the 5% exemption cliff can trigger a large New York estate tax
- 4 When to use lifetime gifts, disclaimer or credit shelter trusts, and ILITs and their principal drawbacks
"Practical, in-depth planning strategies to avoid New York’s estate tax “cliff,” presented clearly by a knowledgeable speaker."
Based on transcript analysis and 15 reviews
Overview
Intermediate
This course includes:
- 51 minutes on-demand video
- Certificate of completion
- CLE credits and reporting (if applicable)
- Closed captions
- Desktop & mobile access
CLE Credits
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