Hot Topics in Estate Planning 2010

May 13, 2010
42 West 44th Street, New York, NY 10036

What is the state of affairs of our wealth transfer tax system now that it is 2010?  Will there be a transfer tax in the future?  How will Federal tax laws affect the New York state wealth transfer tax system?  Find out the latest legislative proposals and rumors emanating out of Washington concerning our transfer tax system and other probing topics.

Hot topics will include:  current case law involving family limited partnerships and controlled entities; how to avoid the pitfalls of a poorly drafted Buy-Sell Agreement; the best formula valuation clause for the sale of assets to Intentionally Defective Grantor Trusts; whether the final I.R.C. § 2053 regulations have altered deductions on the form 706 and more.

Be prepared for the wealth transfer tax law changes and how to address them in your practice by attending this not-to-be-missed program.

Program Chair

Merrie J. Webel, Webel & Varnadore, LLP


David Leibell, Wiggin and Dana LLP
Kevin Matz, Kevin Matz & Associates PLLC
R. John Smith, Tax Law Office, Contributing Writer,
Ivan Taback, Proskauer Rose LLP
Leslie J. Wilsher, Greenfield Stein & Senior, LLP


6:00 - 6:05    Introductions - Merrie J. Webel
6:05 - 6:30    Update on Federal Tax Legislation - R. John Smith
6:30 - 6:55    New York Estate Planning Update - Kevin Matz
6:55 - 7:20    New Case Law on Defined Value Clauses - Ivan Taback
7:20 - 7:30    Break
7:20 - 7:55    Buy-Sell Agreements - David Leibell
7:55 - 8:20    Family Limited Partnerships:  New Case Law - Kevin Matz
8:20 - 8:45    Form 706 & The Final Section 2053 Regs - Leslie J. Wilsher
8:45 - 9:00    Hot Topics Q & A - Panelists

Register online at

New York and California CLE Credits:  3.0 credits in professional practice.  This live program provides transitional/non-transitional credit to all attorneys.

Illinois Credit:  2.75 general MCLE credits