Large Firm Service. Small Firm Attention.

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Date(s) - July 25, 2017
11:00 am - 12:15 pm

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Whether you are just beginning a career in taxation and are seeking a solid foundation in a specialized area of law or tax practice, or you are a seasoned attorney or accountant interested in refreshing your knowledge and learning about new developments in legislation and regulations, the Summer Institute in Taxation offers sessions tailored to meet your specific needs.

The conference agenda reflects the needs of taxation professionals at all stages of their professional development, ranging from the fundamentals of corporate income and an introduction to consolidated returns to advanced international taxation and wealth planning for high-net-worth individuals. In addition to meeting the educational requirements of many organizations and agencies, the introductory conferences also are available for New York transitional Continuing Legal Education (CLE) credit for newly admitted attorneys.

Bernard A. Krooks, Esq., will present on Day 2 of Introduction to Trusts & Estates from 11:00 AM – 12:15 PM.

  • “Trust, Estate & Elder Care Planning for Clients of Modest Wealth”

    With the passage of tax reform in 2012, and the continuing call for the reform and repeal of the “death tax,” 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 $5,490,000. 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.

To download the full conference agenda, click here. To register, click here. For more information, please email or call (212) 992-3320.