UJA Federation Long Island Estate, Tax & Financial Planning Conference
October 28, 2009
8325 Jericho Turnpike, Woodbury, NY 11797
Intended Audience: Attorneys & Accountants
8:15am - 5:00pm
$250
Contact Info:
Inna Galperin
Phone: 212.836.1204
Email: GALPERINI@ujafedny.org
This Long Island conference is dedicated to the memory of Bud Rosner, executive director of UJA-Federation’s Planned Giving & Endowments Department, for his dedication and lifelong commitment to Long Island and the entire Jewish community.
8.5 CLE/CPE credits:
NYS Attorneys: 8.5 CLE (nontransitional), including 7.5 professional practice and 1 ethics credit, or 6.5 professional practice and 2 ethics credits if ethics breakout session is chosen.
NYS CPAs: 8.5 CPE, including 7.5 general and 1 ethics, or 6.5 general and 2 ethics credits, if ethics breakout session is chosen.
Farrell Fritz trusts and estates partners, Jed C. Albert and John R. Morken will be presenting.
Afternoon Session 1 – 2:10 p.m. to 3:00 p.m.
“Generation-Skipping Transfer Tax: Ignore At Your Peril” presented by Jed Albert. This session will cover the fundamentals of this tax and also several common generation skipping tax problems.
Afternoon Session 2 – 3:10 p.m. to 4:00 p.m.
“Planning to Avoid Litigation” presented by John Morken. Steps taken during a testator’s life can reduce the chances of a will contest and protect the objectives contained in estate-planning documents. The focus of the discussion will be on:
– recognizing the telltale signs of a possible contest
– developing the testamentary plan
– communications with family members and others concerning the testamentary plan
– use of in terrorem clauses
– use of lifetime trusts
– avoiding construction problems