HOTEL INFO

Crest Hollow Country Club
8325 Jericho Turnpike
Woodbury, NY 11797
(516) 692-8000

Tuesday, July 16, 2013

11:15 a.m. - 12:15 p.m.
Track: Tax & Technology View Track

ESTATE PLANNING AND THE NEW TAX LAW

Robert Barnett, CPA, Esq. Partner, CAPELL BARNETT MATALON & SCHOENFELD LLP

The “permanent” exemption, portability, increased tax rates, and new 3.8% Medicare surtax are significant considerations in estate and gift planning.  This lecture will discuss planning for small, medium, and large estates and compare the benefits of credit shelter trusts and the new portability option.  New planning opportunities and strategies will be discussed.

 

 

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