Zoom Meeting - “Estate Planning Steps to Take Before the 2020 Election”

Date: Thursday, August 6, 2020
Time: 12:00pm - 1:30pm
Location: Zoom Meeting
Speaker: Martin Shenkman, Esq.

The Meeting will be a Zoom meeting and will feature a live presentation by the renowned Marty Shenkman.  Marty is a well-known national speaker on Trusts & Estates matters and his topic for this Meeting will be:

 

Estate Planning Steps To Take before the 2020 Election

Date and TimeThursday, August 6 from 12:00 noon to 1:30 p.m.

Course Description: The time is right for aggressive estate planning because if there is a shift in power in Washington estate taxes could become much harsher. We could face dramatically lower exemptions, a capital gains tax on death, a wealth tax and perhaps more. A key to planning is recognizing that many clients feel very vulnerable financially, recognizing that they may in the future need assets that otherwise could be transferred to reduce estate and other taxes.  However, there are strategies that can allow clients to engage in effective wealth transfer tax planning but still be able to access the assets that otherwise would not be included in their estates, when and if the need arises.  This presentation will discuss planning techniques that can be employed now to attempt to reduce taxes while maintaining access to assets if needed. The presenters will consider several planning vehicles and various options for each – domestic asset protection trusts (DAPTs and variations of them), spousal lifetime access trusts (SLATs), special power of appointment trusts (SPATs), and Grantor Retained Annuity Trusts (GRATs).  

 

Speaker: Martin Shenkman, Esq. https://shenkmanlaw.com/the-firm/

Registration URL https://attendee.gotowebinar.com/register/2101562952919777037

After registering, you will receive a confirmation email containing information about joining the webinar.

 

If you know a prospective member you are encouraged to invite him/her to this Meeting. 

Thank you and if you have any questions please call or email me or Mary Anne Cody at 315-233-8239 or mcody@mackenziehughes.com

 

Thank-you to the American Cancer Society and our own Vickie Freyleue for arranging this wonderful program to start our next year. 

 

ONE HOUR OF CONTINUING LEGAL EDUCATION IN AREA OF PROFESSIONAL PRACTICE

PROVIDED BY MACKENZIE HUGHES LLP, A NYS CLE ACCREDITED PROVIDER

This program is suitable for newly admitted attorneys

 

ONE HOUR OF CONTINUING PROFESSIONAL EDUCATION IN TAXATION PROVIDED BY

MACKENZIE HUGHES LLP, A NYS CPE ACCREDITED PROVIDER, SPONSOR #002121

 

Moderator:  Mary Anne Cody

Financial Aid Policy:  Financial assistance is available for NY attorneys who wish to attend any CLE program  sponsored or co-sponsored by Mackenzie Hughes, LLP, but who are unable to attend due to cost considerations.  If an attorney feels their annual income falls within the designated guidelines, he or she may contact Jenna Philips at 315-233-8227 to request an application for scholarship or discount.

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