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Date/Time
Date(s) - July 15, 2025
9:00 am - 12:00 pm

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On July 15, Partners Amy C. O’Hara, CELA® and Brian L. Miller, CELA®, will host a presentation at New York University’s School of Professional Studies Tax Conference titled “The Introduction to Trusts and Estates Conference.” They discussed the fundamentals of elder law and special need planning. 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.

For more information or to register, please visit the conference page here.