Federal & NY State Estate Planning Essentials

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.