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.
Title:
Cliff Diving, Estate Edition: Don’t Let Your Clients Go Splat
Date And Time:
Wednesday, July 29, 2026
1–2 PM ET | 12–1 PM CT | 11 AM–12 PM MT | 10–11 AM PT
Register Now for this Free Continuing Legal Education Webinar!
Speaker:
Daniel Miller, Esq.
Credit:
1 credit hour in New York (Professional Practice Credits).
You may be able to self-apply in other states.
By:
New York State Academy of Trial Lawyers.
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