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Morning Education Meeting: Estate Planning in the Post-Trump Era
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10/17/2018
When: Wednesday, October 17, 2018
8:30 - 10:00 A.M.
Where: New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street
Room 526
New York, New York  10036
United States


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Morning Education Meeting

 

 

Date: Wednesday, October 17, 2018  

Time: 8:30 AM - 10:00 A.M.

Location: 
New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (between 5th and 6th Avenues)

Room 526
New York, New York 10036

 

Program: Estate Planning in the Post-Trump Era: Changing Landscape and Effective Strategies - with focus on asset transfer and divorce

Yolanda Kanes will discuss the current landscape and effective strategies moving forward. Topics will include: Core planning considerations: Stepped up basis, lifetime gifting, inter-vivos trusts and spousal limited access trusts; Family considerations - loss of alimony deduction, annul exclusion trust and the 529 plan. Asset transfers/Succession: In Depth discussion of trusts for asset transfer and succession including grantor retained annuity trusts (GRAT's) dynastic trusts and family limited partnerships. Future exceptions - whats on the horizon?


Speaker: Yolanda Kanes, JDTannenbuam Helpern Syracus & Hirschtritt

Yolanda Kanes is a partner and Chair of Tannenbaum Helpern’s Trusts & Estates, Private Client and Tax-Exempt Organizations practice. She has been practicing at Tannenbaum Helpern Syracuse & Hirschtritt LLP since graduating from Fordham University School of Law in 1984. Yolanda counsels individuals and families in the preparation of wills, trust agreements and related instruments pertaining to all phases of estate planning and administration. She advises high-net-worth individuals on complex estate and transfer of wealth plans, including business succession, matters pertaining to closely held companies, and in creating and maintaining family offices. She has represented non-resident aliens regarding U.S. tax aspects of their plans as well as U.S. persons establishing trusts off shore. Her diverse experience extends to Federal and State litigation involving corporate and real estate transactions with a specialty in trusts and estates litigation. Yolanda represents fiduciaries and beneficiaries in all aspects of estate and trust litigation matters in Surrogate's Courts, the Supreme Court of the State of New York and in appellate practice. She has also developed an expertise in advising individuals and families in matters relating to pre-nuptial, post-nuptial and marital agreements; adoptions; and establishing and advising clients on private foundations and other charitable organizations

 

Learning Objectives :

  • Recommend appropriate estate planning tools to meet a client’s goals and objectives.
  • Define and describe the uses of of trusts for asset transfer and succession including Grantor Retained Annuity Trust, Dynastic Trusts and Family limited partnerships.
  • Identify the impact of divorce and/or remarriage on an estate plan including asset titling and distribution, changes in beneficiary status, and selection of heirs.

Credits:
Applying for 1.5 CFP® CE credits with the CFP Board. You can also earn 1.5 CPE credits for NY licensed CPAs. CTFA credits are self-reported.

 

Registration Fees:
FPANY Member - Free
Non-FPANY Member - $50
NYU Student - Free (Please contact us at info@fpametrony.org to register.)

CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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