CPE Seminar: NYS Power of Attorney Legislation Update & Generation Skipping Transfer Tax
October 29, 2009
Margolin, Winer & Evens
400 Garden City Plaza, Garden City, NY 11530
Intended Audience: NYSSCPA members
6:00pm - 8:30pm
$10.00
Contact Info:
Phone: 516-678-5300
About this conference:
Power of Attorney Legislation: New legislation concerning NYS Statutory Short Form Power of Attorney effective September 1, 2009. Topics include areas and items covered by new form. Significant revisions include: Statutory Major Gifts Rider, agent accountability and resulting interactions with third parties. Discussion leader is Stephanie M. Keating, Esq., CPA, Schwartz & Fang, P.C.
Generation Skipping Tax: The generation skipping tax (GST) has been with us since 1986. However, most practitioners are unaware of how the tax works and how one can easily get tangled up in a GST problem. The presentation will cover some of the fundamentals of GST, common GST problems and how to avoid them. Discussion leader is Farrell Fritz, P.C. trusts and estates partner, Jed C. Albert, Esq.
Agenda:
6:00 p.m. dinner
6:30 p.m. conference
2.0 CPE credits will be awarded
Fee of $10.00 includes conference and dinner; $12.00 at the door. If you plan to attend the CPE presentation and not the dinner, no payment is required for the presentation.