Conference
Advanced Trusts and Estates

The Advanced Trusts and Estates Conference moves beyond the basics of the taxation of trusts and estates and planning to more sophisticated planning opportunities, issues, techniques and pitfalls such as:

  • Important aspects of US international tax and reporting obligations
  • Overview of Qualified Opportunity Zones and Qualified Opportunity Funds planning
  • Factors and issues involved in client expatriation
  • State income taxation of trusts and planning techniques
  • Impact of recent tax reform on advanced planning for real estate
  • Use of decanting and related tax, fiduciary and planning issues
  • Lifetime planning techniques to defer gain on a current sale of assets
  • Important areas of focus and practice pointers in connection with preparation of the estate's Form 706
  • Increased knowledge of the law and issues surrounding Section 9100 relief
  • Planning issues and opportunities in connection with Section 2701
  • Practical, financial and income tax concerns in business succession planning

For more information please contact sps.tax@nyu.edu or visit www.sps.nyu.edu/sumtax.

DATE JULY 14, 2022
TIME ALL-DAY
LOCATION The Westin New York At Times Square, New York, NY
COST $995
Contact sps.tax@nyu.edu
DATE JULY 14, 2022
TIME ALL-DAY
LOCATION The Westin New York At Times Square, New York, NY
Contact sps.tax@nyu.edu
COST $995

The Advanced Trusts and Estates Conference moves beyond the basics of the taxation of trusts and estates and planning to more sophisticated planning opportunities, issues, techniques and pitfalls such as:

  • Important aspects of US international tax and reporting obligations
  • Overview of Qualified Opportunity Zones and Qualified Opportunity Funds planning
  • Factors and issues involved in client expatriation
  • State income taxation of trusts and planning techniques
  • Impact of recent tax reform on advanced planning for real estate
  • Use of decanting and related tax, fiduciary and planning issues
  • Lifetime planning techniques to defer gain on a current sale of assets
  • Important areas of focus and practice pointers in connection with preparation of the estate's Form 706
  • Increased knowledge of the law and issues surrounding Section 9100 relief
  • Planning issues and opportunities in connection with Section 2701
  • Practical, financial and income tax concerns in business succession planning

For more information please contact sps.tax@nyu.edu or visit www.sps.nyu.edu/sumtax.