Conference
Introduction to Trusts and Estates
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 please contact sps.tax@nyu.edu or visit www.sps.nyu.edu/sumtax.
DATE
JULY 11, 2022
TIME
ALL-DAY
LOCATION
The Westin New York At Times Square, New York, NY
COST
$1325
Contact
sps.tax@nyu.edu
DATE
JULY 11, 2022
TIME
ALL-DAY
LOCATION
The Westin New York At Times Square, New York, NY
Contact
sps.tax@nyu.edu
COST
$1325
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 please contact sps.tax@nyu.edu or visit www.sps.nyu.edu/sumtax.