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Avoid the tax cliff and protect your clients' wealth with advanced transfer tax strategies.
This practical program provides a roadmap to federal and New York estate tax planning, covering the basics of the federal system—including Forms 706/709, the marital deduction, QTIPs, and portability—while highlighting key New York differences like the estate tax "cliff," lack of portability, and 3-year gift addback.
The course will also explore real-world strategies to minimize tax exposure and preserve wealth, including lifetime gifting, disclaimer/A-B planning, GRATs, and grantor trust techniques such as SLATs, IDGTs, and ILITs.
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.
Managing Partner at Miller & Miller Law Group, PLLC
Daniel is the managing partner at Miller & Miller Law Group, PLLC. He graduated cum laude from the University of Delaware and received his Juris Doctorate from the Sandra Day O’Connor College of Law at Arizona State University. He has been a speaker at CLE events for the New York State Bar Association, Brooklyn Bar Association, and the Metropolitan Black Bar Association. Daniel serves as the Chair of the Elder Law Committee for the Brooklyn Bar Association and is a member of the Executive Committee for the Elder Law Section of the New York State Bar Association. Outside of work, Daniel is kept busy running after his two little daughters and enjoys acting as an armchair quarterback for the New York Jets.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.