Introduction to Trusts & Estates
Industry conference
Introduction to Trusts & Estates
Join today's leading national and international tax authorities during a series of in-depth sessions on state and local taxation, partnerships taxation, trusts and estates, subchapter S, like-kind exchanges, and international taxation.

<p><span class="p-body">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:</span></p>
<ul class='p-list'>
<li><span class="p-body">The fundamentals of the estate tax, gift tax, and generation-skipping transfer tax, including inclusions and exclusions, common valuation issues, and typical resolutions</span></li>
<li><span class="p-body">Fundamentals of estate and trust planning for individuals and families of modest to ultra-high net-worth</span></li>
<li><span class="p-body">The ancillary impact of the estate tax rules including basis rules applicable to assets distributed from the estate to beneficiaries</span></li>
<li><span class="p-body">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</span></li>
<li><span class="p-body">Income tax planning in estates, trusts, and beneficiaries<br>
</span></li>
</ul>
<p><span class="p-body">The Tax Conferences in July are hosted by NYU SPS and the Division of Programs in Business. We educate leaders in the functional areas of a business. Our portfolio of graduate, continuing education, and executive programs prepares students to drive innovative organizational and societal growth on a global scale.</span></p>
<p><span class="p-body">As esteemed supporters of our conferences, we ask that you consider making a gift to support our division with a gift to our conference fund. A gift of any amount will make an immense impact on our cost to host our annual tax conferences each year, and also allows us to provide financial hardship discounts and scholarships to those attorneys and accountants that need assistance to cover the conference fees.</span></p>
Sponsorship and Exhibitor Opportunities
<p><span class="p-body">For information on becoming a Conference Sponsor or exhibiting at the conference, please contact Kathleen Costello at <b>212-992-3320</b> or <a><b>sps.tax@nyu.edu</b></a>.</span></p>
<p><span class="p-body"> </span></p>
Agenda
<p><span class="p-body">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 Tax Conferences in July offers sessions tailored to
meet your specific needs.</span></p>
<p><span class="p-body"> </span></p>
2025 Conference Lineup
July 14-16, 2025
July 17-18, 2025
July 21-22, 2025
July 21-23, 2025
July 23-24 2025
July 24-25, 2025
Event Details
Date / Time
July 14-16, 2025
All-Day
Location
The Westin New York At Times Square, New York, NY
Audience
Public
Cost
$1325
Contact
Kathleen Costello 212-992-3320 OR SPS.TAX@NYU.EDU
REGISTER