Federal & NY State Estate Planning Essentials

Production Date: October 10, 2015 Practice Areas: Wills, Trusts, & Estates Estimated Length: 3015 minutes


$ 59 Wills, Trusts, & Estates In Stock

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.

Phyllis C.
new suffolk, NY

Professional, thorough, useful

Gang Z.
New York, NY

A good update on estate law.

Margaret R.
Slingerlands, NY

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

Andrew W.
Congers, NY

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.

Wiliam R.
bethlehem, PA

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

Steven K.
Jericho, NY

Very informative

Robyn B.
Pittsford, NY

Very interesting about estate tax implications

Russ C.
Staten Island, NY

Loved the overview, very helpful and practical advice.

Wendy G.
Latham, NY

Great program.

Vanessa B.
Staten Island, NY

Extremely informative speaker.

James W.
Hillsborough Township, NJ

well done

Amy G.
Valparaiso, IN

Great, thorough presentation.

David O.
Laurel, NY


new york, NY


Alison C.
New York, NY

good update

gary e.
Ossining, NY

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

Kenneth P.
Larchmont, NY

Excellent professional presentation.

paul k.
bayside, NY

Good program. Needs moe than one hour

Joan F.
Glens Falls, NY


Michael M.
Cumming, GA

Speaker was absolutely excellent.

robert l.
glens falls, NY

very knowledgeable

Joseph G.
Huntington, NY

very good presentation

tammy n.
Brentwood, NY

this presenter was just excellent!!

James C.
new york, NY

Good intro

Alan H.
new york, NY

clearly presented and very informative

Edgar M.
Lowville, NY

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

Joseph G.
Manhasset, NY

Enjoyed listening, very informative

Mark W.
Fort Covington, NY

Excellent and to the point

Michael M.
Carle Place, NY

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

Michael W.
New York, NY

Well done course with great updates on tax changes

Patrick C.
Roslyn Heights, NY

This fellow really knows his material. Well done!

Rodney S.
Staten Island, NY


Stanley O.
East Northport, NY

Very well prepared and presented. Excellent insights and guidelines

James F.
Roslyn, NY

All the speakers should be this good!

Colette L.
New Rochelle, NY

The speaker was very informative and knowledgeable

Joseph M.
New York, NY

Very informative.

Stacie F.
New York, NY

Great course. Speaker was nagging and informative

Constance H.
Penfield, NY

Extremely knowledgeable speaker.

Seth F.
New York, NY

clear and concise.

Daria C.
New York, NY

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