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.
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.
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.
Skidmore College, B.A. – 1995
Hofstra University School of Law, J.D. – 1998
I VERY MUCH APPRECIATE THIS COURSE AND SEE THAT I WOULD LIKE TO TAKE MORE ESTATE PLANNING COURSES.
Professional, thorough, useful
A good update on estate law.
I believe this course could be updated with the later information. Good speaker.
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.
Very knowledgeable instructor, though subject matter is a bit difficult to understand.
Very interesting about estate tax implications
Loved the overview, very helpful and practical advice.
Extremely informative speaker.
Great, thorough presentation.
The lecturer was extremely knowledgeable and, in my opinion, explained a difficult topic in a manner that was very understandable.
Excellent professional presentation.
Good program. Needs moe than one hour
Speaker was absolutely excellent.
very good presentation
this presenter was just excellent!!
clearly presented and very informative
Great presentation, rushed at the end but packed with information.
Enjoyed listening, very informative
Excellent and to the point
The course presented a great deal of material in a limited amount of time
Well done course with great updates on tax changes
This fellow really knows his material. Well done!
Very well prepared and presented. Excellent insights and guidelines
All the speakers should be this good!
The speaker was very informative and knowledgeable
Great course. Speaker was nagging and informative
Extremely knowledgeable speaker.
clear and concise.
Best CLE class to date! Current, informative, and critical to all (non-lawyers included).
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