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Articles & Seminar Materials
- June 5 NYS Tax Litigation Seminar: Completion Certificate June 2, 2025
- June 5 NYS Tax Litigation Seminar — Outline May 31, 2025
- June 5 Tax Litigation Seminar — Supplementary Materials May 14, 2025
- June 5 CPE Seminar: NYS Tax Litigation — Practice & Procedure April 28, 2025
- March 13 CPE Seminar: Supplementary Materials March 4, 2025
- Income Taxation of New York Trusts & 2025 Planning Strategies March 4, 2025
- Webinar Recording of 1031 Final Regulations Seminar January 16, 2025
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- Welcome
- Executor and Trustee Commissions Under NY EPTL
- Post Mortem Estate & Income Tax Planning
- Letters Testamentary
- New York's Revised Decanting Statute Under EPTL §10-6.6
- Deductibility of Medical Expenses
- Use of Disclaimers in Pre and Post-Mortem Estate Planning
- Validity, Interpretation & Effect of Wills Having Jurisdiction Outside of New York
- Taxation of Foreign Nongrantor Trusts: Throwback Rule
- The Evolution of Trusts in American Jurisprudence
