Date/Time
Date(s) - July 26, 2016
2:00 pm - 3:00 pm

Categories No Categories

The NYU School of Professional Studies is pleased to present the Summer Institute in Taxation. Eight individual conferences make up the Institute. Let today’s leading national and international tax authorities guide you through in-depth sessions on state and local taxation, partnerships, consolidated returns, trusts and estates, wealth planning, and international taxation. These intensive tax conferences are ideal for the new professional who wants a solid foundation in a specialized area of law or tax practice. Practicing attorneys and accountants attend to refresh their knowledge and learn about new developments in legislation and regulations. Attend the introductory conferences and acquire critical new skills and practical knowledge you can use immediately. Attend the intermediate/advanced conferences and receive a high-level update and in-depth analysis of the latest trends and developments.

TRUST, ESTATE AND ELDER CARE PLANNING FOR CLIENTS OF MODEST WEALTH

With the passage of tax reform in 2012, practitioners need to diversify their practices to provide more comprehensive personal services to clients for whom sophisticated Federal estate tax planning is no longer paramount. This presentation explores the aspects of estate and tax planning for individuals whose net-worth is less than $5,450,000. Focus is on planning concepts for preserving wealth to be enjoyed by the clients into their old age, including elder care concepts and asset preservation, social security planning, lifetime gifts outright and in trust, durable powers of attorney, and advance directives for healthcare. Income taxation consequences to individuals, beneficiaries, and estates arising from planning techniques are discussed as well.
Presented by Bernard A. Krooks, Esq., CPA, AEP, CELA®, Founding Partner, Littman Krooks, New York, NY

For more information, please email sps.tax@nyu.edu or call (212)992-3320.