Estate Planning Conference (VIRTUAL)
Thursday, May 21
8:30am - 5:20pm
Online
8.00 Credits
Member Price $249.00
Price will increase by $50 after 4/30
Non-Member Price $349.00
Price will increase by $50 after 4/30
Overview
*IMPORTANT: This is the virtual option for this conference and is being run in partnership with the New York State Society of CPAs (you do have the option to attend this conference in person as well, but please make sure to select the in-person option when registering).
Please join us at the NYCPA Estate Planning Conference, long recognized as one of the premier estate planning programs in the Northeast United States. Each year, the sponsoring committee assembles a dynamic agenda designed to help practitioners navigate the most significant developments shaping estate, gift, and trust planning.
This year’s Conference will once again offer timely insights into emerging trends, regulatory updates, technical planning considerations, and practical strategies relevant to professionals advising high-net-worth individuals, families, and closely held businesses. Attendees can expect in-depth discussions led by experienced practitioners, addressing the evolving federal and state landscape and its impact on modern estate planning practices. Offered both in-person and virtual, this hybrid Conference is a must-attend event!
Highlights:
- Current developments in estate, gift, and generation-skipping transfer tax planning
- Planning with the new $ 15 million federal estate, gift and generation-skipping transfer (GST) tax exemptions under The One Big Beautiful Bill Act
- Marital Trust Planning and the consequences of divorce down the road
- IRS challenges to grantor retained annuity trusts (GRATs) in the Elcan case
- Preserving attorney-client privilege and confidential communications
- Planning with partnership or LLC interests, including through nongrantor trusts
- Estate and Gift Planning with the International Client
Please note that the Class Pass does not apply to this program.
Objectives
- Identify and interpret significant estate planning issues and legislative or regulatory developments affecting client planning and professional practice.
- Evaluate the impact of recent federal and state guidance on trusts, estates, transfers, and related planning techniques.
- Apply practical strategies to address complex planning scenarios involving closely held businesses, family entities, and high-net-worth individuals.
- Strengthen their understanding of emerging trends to enhance client advisement and estate planning effectiveness.
Designed For
CPAs, attorneys, and financial planners who work with high-net-worth individuals, family offices, and trusts and estates.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Thursday, May 21
General Session
- Welcome and Opening Remarks
Speaker: Kevin Matz, Esq., CPA, Partner, Private Clients, Trusts and Estates Department, ArentFox Schiff LLP (Conference Chair)
This session is available to registrants only.
General Session
- Recent Developments
Speakers:
Sharon Klein, President of Family Wealth, Eastern US Region, Wilmington Trust
Gray Edmondson, Esq., Partner, Edmondson Sage Allen PLLC
Kevin Matz, Esq., CPA, Partner, Private Clients, Trusts and Estates Department, ArentFox Schiff LLP
This can’t-miss session will address many of the most significant recent developments affecting estate planning with special emphasis to be placed on (i) planning with the new $ 15 million federal estate, gift and generation-skipping transfer (GST) tax exemptions under The One Big Beautiful Bill Act; (ii) Trump Accounts and Section 529 Plan Account Expansion; (iii) Marital Trust Planning and the consequences of divorce down the road; (iv) IRS challenges to grantor retained annuity trusts (GRATs) in the Elcan case; (v) Section 1202 Qualified Small Business Stock; (vi) Qualified Opportunity Zone Funds; and (vii) recent New York State developments that affect estate planning.
Credits: 2 - Taxes
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Loose Lips Sink Ships
Speakers:
David C. Blickenstaff, Esq., Partner, ArentFox Schiff LLP
Adam Diederich, Esq., Partner, ArentFox Schiff LLP
Kirstie Brenson, Esq., Partner, ArentFox Schiff LLP
This dynamic panel will share case studies to show how clients and their accountants and other advisors risk exposing privileged communications and how to keep those communications protected.
Credits: 1 - Taxes
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- Estate and Gift Planning with the International Client
Speaker: Kevin Matz, Esq., CPA, Partner, Private Clients, Trusts and Estates Department, ArentFox Schiff LLP
This session will cover the US estate, gift and generation-skipping transfer tax rules that you need to know in advising clients who not citizens or residents of the United States but have either assets or family members based in the United States.
Credits: 1 - Taxes
This session is available to registrants only.
General Session
- Elder Law Planning and Related Income Tax Aspects / Current Issues in Trust Design
Speakers:
Robert Barnett, CPA, Esq., Founding Partner, Capell Barnett Matalon & Schoenfeld LLP
Elizabeth Forspan, Esq., Managing Attorney, Forspan Klear LLP
Income tax considerations are an essential component of trust and estate design, and the elder care and special needs trust (SNT) aspects make tax planning even more important. This presentation will provide solutions and practical considerations including (1) reducing taxes with basis step up and (2) maintaining Medicaid eligibility, with a specific focus on trust design considerations.
Credits: 1 - Taxes
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Planning Tips and Nuggets
Speaker: Martin M. Shenkman, Esq., Partner, Shenkman Tietz
Description coming soon…
Credits: 1 - Taxes
This session is available to registrants only.
General Session
- Hot Issues in Wealth Transfer Planning
Speakers:
N. Todd Angkatavanich, Esq., Partner, Private Clients, Trusts and Estates Department, ArentFox Schiff LLP
Carl Fiore, Esq., LL.M. (Taxation), Managing Director, Andersen Consulting
This panel will discuss several of the hottest issues in wealth transfer planning including the opportunities and landmines that can be presented in planning with family limited partnerships and family LLCs under IRC Sections 2036, 2701 and 2703, as well as IRS challenges to grantor retained annuity trusts (GRATs) under IRC Section 2702.
Credits: 1 - Taxes
This session is available to registrants only.
General Session
- Closing Remarks
Speaker: Kevin Matz, Esq., CPA, Partner, Private Clients, Trusts and Estates Department, ArentFox Schiff LLP (Conference Chair)
This session is available to registrants only.
General Session
- Using Nongrantor Trusts to Hold Partnership Interests
Speaker: Steven B. Gorin, Esq., CPA, Partner, Thompson Coburn LLP
Nongrantor trusts can help owners of partnerships (LLCs) get a higher 20% deduction for qualified business income by having an additional taxable income threshold amount and by generating wages. They can help avoid self-employment tax, shield the individual owner from reductions in itemized deductions, and improve the timing of loss recognition. In addition to describing these and other benefits, we will discuss how to move a partnership (LLC) into a nongrantor trust.
Credits: 1 - Taxes
This session is available to registrants only.
Non-Member Price $349.00
Member Price $249.00