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CLE Programs

August 29, 2023

Tax Planning and Estate Planning Ethical Considerations – Video Replay

Tax Planning and Estate Planning Ethical Considerations – Video Replay

Tax Planning and Estate Planning_VR_675

In this video replay, Ms. Rizzo and Ms. Shevy will discuss Tax Planning and Estate Planning Ethical Considerations. Topics include:

Tax Planning

• Lifetime Giving

• Federal and New York State Estate Tax

• Charitable Gifts and the “Santa” Clause

• Fiduciary Income Tax

• Marital Deduction (QTIP) Trusts v. Disclaimers

• Credit Shelter Trusts- Funding with NYS or Federal Exemption

Speaker:

Elisa Shevlin Rizzo

Northern Trust

New York, NY

1.0 Credit in Areas of Professional Practice

Ethical Considerations

• Conflicts of Interest

• Dual Representation

• Putnam/Weinstock/Saterlee Considerations

• SCPA 2307(a) and Rule 207.16(e) Attorney-Fiduciary Issues

• Drafting Retainer Agreements

Speaker:

Patricia J. Shevy

The Shevy Law Firm

Albany, NY

1.0 Credit in Ethics

Start Date:
  • August 29, 2023
Start Time:
  • 11:00 AM
End Time:
  • 1:00 PM
Areas Of Professional Practice Credit(s):
  • 1.0
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 2.0
Region:
  • Virtual Participation
Format:
  • Webinar
Product Code:
  • 0MC51Z_04
Section Member Price: $60.00
NYSBA Member Price: $75.00 Join (or renew) for special member pricing
Non-Member Price: $125.00
Sponsoring Committee Group
  • Trusts & Estates Law Section
  • Committee on Continuing Legal Education