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Date(s) - July 17, 2024
All Day



On Wednesday, July 17, Partner Amy C. O’Hara, CELA® and Attorney Brian M. Miller, CELA®, will be presenting at New York University’s School of Professional Studies Tax Conference. The July 17 Sessions for The Introduction to Trusts and Estates Conference provides an understanding of the varieties of taxes and tax issues applicable to gratuitous transfers by individuals and trusts and estates. Key topics include:

  • The fundamentals of the estate tax, gift tax, and generation-skipping transfer tax, including inclusions and exclusions, common valuation issues, and typical resolutions
  • Fundamentals of estate and trust planning for individuals and families of modest to ultra-high net-worth
  • The ancillary impact of the estate tax rules including basis rules applicable to assets distributed from the estate to beneficiaries
  • The basics and differences in planning before and after death, with emphasis on the relationship of the gift tax to the estate tax and planning opportunities involving spouses and family members
  • Income tax planning in estates, trusts, and beneficiaries

The Introduction to Trusts and Estates Conference is hosted at the Westin New York at Times Square. For more information, please contact Kathleen Costello at 212-992-3320 or via email at SPS.TAX@NYU.EDU.