Federal & NY State Estate Planning Essentials

(1549 Ratings)

Produced on: October 10, 2015

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 50 minutes
Difficulty Beginner

There are many significant changes in estate tax planning and administration. Attorney Gregory Matalon helps viewers navigate the codes and regulations by providing insight into recent revisions and future changes. 

 

Topics include the expanding definition of “spouse,” the end of the era of automatic closing letters for estate tax returns, the effect of value reporting on estate tax returns on basis reporting and the upcoming notice requirement to estate beneficiaries, and the differences between federal and state exemptions and portability of the deceased spouse’s unused exemption or DSUE. 

 

Greg also provides a handout and materials for future reference, so join us and expand your knowledge of this complicated and ever-changing area of the law.

 

Learning Objectives:

I.     Navigate the codes and regulations by understanding the recent revisions and future changes

II.    Grasp the effect of value reporting on estate tax returns on basis reporting 

III.   Understand the upcoming notice requirement to estate beneficiaries

IV.   Differentiate between federal and state exemptions and portability of the deceased spouse’s unused exemption or DSUE



This course originally appeared as a part of our October 2015 Bridge the Gap Event.

Faculty

Gregory Matalon’s practice areas include estate planning, estate administration, tax law, Not-for-Profit Corporations Law and Religious Corporations Law. Greg’s legal activities include representation of numerous families who lost loved ones on September 11, 2001, and his involvement in establishing Lutheran Disaster Response of New York. He is a member of the NYSBA and was appointed liaison to the Tax Law Section. In addition, he was granted a seat on the House of Delegates, the policy-making body of the NYSBA. Greg is also a member of the Nassau County Bar Association and a Trustee and Officer of the Kew-Forest School.

Gregory continues to share his knowledge on estate planning matters, Medicaid planning and Religious Corporations Law at the New York State Bar Association, Nassau County Bar Association, National Conference of CPA Practitioners, the Interchurch Center and various community-based organizations.

Education

Skidmore College, B.A. – 1995

Hofstra University School of Law, J.D. – 1998

Reviews

VS
Vincent S.

Good presentation

KB
Karen B.

Good

RR
Ruth R.

I VERY MUCH APPRECIATE THIS COURSE AND SEE THAT I WOULD LIKE TO TAKE MORE ESTATE PLANNING COURSES.

PC
Phyllis C.

Professional, thorough, useful

GZ
Gang Z.

A good update on estate law.

MR
Margaret R.

I believe this course could be updated with the later information. Good speaker.

AW
Andrew W.

One of the subjects that lawyers should have a general idea about, even if not in practice in the field. Right amount of material to get a strong overview.

WR
Wiliam R.

Very knowledgeable instructor, though subject matter is a bit difficult to understand.

SK
Steven K.

Very informative

RB
Robyn B.

Very interesting about estate tax implications

RC
Russ C.

Loved the overview, very helpful and practical advice.

WG
Wendy G.

Great program.

VB
Vanessa B.

Extremely informative speaker.

JW
James W.

well done

AG
Amy G.

Great, thorough presentation.

DO
David O.

Excellent

AW
ALAN W.

great

AC
Alison C.

good update

GE
gary e.

The lecturer was extremely knowledgeable and, in my opinion, explained a difficult topic in a manner that was very understandable.

KP
Kenneth P.

Excellent professional presentation.

PK
paul k.

Good program. Needs moe than one hour

JF
Joan F.

Comprehensive.

MM
Michael M.

Speaker was absolutely excellent.

RL
robert l.

very knowledgeable

JG
Joseph G.

very good presentation

TN
tammy n.

this presenter was just excellent!!

JC
James C.

Good intro

AH
Alan H.

clearly presented and very informative

EM
Edgar M.

Great presentation, rushed at the end but packed with information.

JG
Joseph G.

Enjoyed listening, very informative

MW
Mark W.

Excellent and to the point

MM
Michael M.

The course presented a great deal of material in a limited amount of time

MW
Michael W.

Well done course with great updates on tax changes

PC
Patrick C.

This fellow really knows his material. Well done!

RS
Rodney S.

Informative

SO
Stanley O.

Very well prepared and presented. Excellent insights and guidelines

JF
James F.

All the speakers should be this good!

CL
Colette L.

The speaker was very informative and knowledgeable

JM
Joseph M.

Very informative.

SF
Stacie F.

Great course. Speaker was nagging and informative

CH
Constance H.

Extremely knowledgeable speaker.

SF
Seth F.

clear and concise.

DC
Daria C.

Best CLE class to date! Current, informative, and critical to all (non-lawyers included).

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$ 59 Wills, Trusts, & Estates In Stock

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