June 22, 2021 | 12:00 PM - 1:30 PM EDT
Pricing
Members: No Charge
Non-members: No Charge
Overview (Program Summary)
A program hosted by:
ACC Westchester/Southern CTAmong Topics to be covered:
- Proposed Tax Changes:
- What Are They & Will They Become Law ?
- How Would They Impact Your Estate Plan?
- Proposed Tax Changes:
- What Are They & Will They Become Law ?
- How Would They Impact Your Estate Plan?
- Current Estate and Gift Tax Laws
- Federal and State (NY, CT, MA )
- Core Estate Planning Documents
- Wills, Revocable Living Trusts, Health Care Directives, Powers of Attorney
- Assets:
- Protecting Your Assets: Advantaged Estate Planning and Strategies
- Staying Out of Probate (especially in NY)
- Business Interests: Planning Strategies, i.e., Closely Held Business Interests
Unusual Assets: i.e. Pets, Personal Items etc.
Speakers
Moderator: ERIC I COHEN, Chapter President, EVP & Corp. Secretary (GC) tsu Inc. (d/b/a/ Display Social), Formerly SVP, GC, Secretary, Terex Corporation
Presented by Verrill Partners
ANYA F. ENDSLEY, Private Clients & Fiduciary Services
REGINA M. FLAHERTY, Business & Real Estate Law
CHERYL L. JOHNSON, Business & Tax Law
CLE
Credits: 1.5
State: NY CLE - accepted in NJ CT & other states accepting NY CLE Credit
Category: Prof. Practice, Transitional-Non-Transitional (Chapter is an accredited NY CLE Provider)NY OPeofwe
Contact (RSVP)
Lee Cushman