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Valuation and Tax Consideration While Drafting a Complex Will

Leslie Levin
Leslie Levin | Cuddy & Feder LLP

Leslie Levin is special counsel to the firm Cuddy & Feder LLP, in White Plains, New York, where she practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law.

On-Demand: August 9, 2022

Valuation and Tax Consideration While Drafting a Complex Will

$195.00 2 hour CLE

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Program Summary

Planning for the tax implications of transfers is an important part of estate planning. Learning how to value assets and leverage discounts is crucial when helping clients decide whether to make gifts. Tax considerations such as capital gains, estate tax, generation skipping transfer tax, and gift tax cannot be overlooked. Effective use of disclaimers is a key part of this analysis. This course will also help you understand how to ensure that your clients effectively pass assets to spouses and descendants. We will also explore ethical issues that arise when drafting Wills such as representation issues, attorney fees, confidentiality during and after your client's lifetime, data security, client communication and conflicts of interest.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Valuation
  • Tax Considerations
  • Legal Ethics
    • Joint Representation Issues
    • Attorney Fees and Scope of Representation
    • Confidentiality During and After Client's Life
    • Data Security and Client Communication
    • Conflicts of Interest

Date: October 5, 2022

Closed-captioning available

Speakers

Leslie Levin_Cuddy & Feder LLP_FedBarLeslie Levin | Cuddy & Feder LLP

Leslie Levin is special counsel to the firm Cuddy & Feder LLP, in White Plains, New York, where she practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. Ms. Levin prepares simple and complex wills, health care forms, powers of attorney, family limited partnership agreements, limited liability company agreements and a wide variety of trust agreements, including revocable or “living” trusts, charitable trusts, pet trusts and special needs trusts.

She also assists clients in reducing the tax impact on wealth, helps preserve family-owned businesses, and offers her estate-planning expertise in the area of non-U.S. persons. Ms. Levin earned her B.A. degree, summa cum laude, high honors, from Brandeis University, and her J.D. degree from the University of Pennsylvania Law School. She is admitted to practice in both New York and Connecticut. Ms. Levin was selected for inclusion in the 2014-2022 Metro Edition of New York Super Lawyers® and in the 2015-2022 Metro Top Women Super Lawyers.

Agenda

I. Valuation | 2:00pm – 2:30pm
II. Tax Considerations | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Legal Ethics | 3:10pm – 4:10pm

  1. Joint Representation Issues
  2. Attorney Fees and Scope of Representation
  3. Confidentiality During and After Client’s Life
  4. Data Security and Client Communication
  5. Conflicts of Interest

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