Opening Dinner Meeting - The Trials and Tribulations of Estate Planning
TRIALS AND TRIBULATIONS OF BEING AN ESTATE PLANNER
Topics to be discussed:
- Have you, as an estate planner, committed Malpractice?
- Decreased need for asset reduction
- High Net Worth Clients/Planning in a Low-Interest Environment
- Continued Need for Traditional Planning.
- Caveat on Discount Planning with Low Basis Property
- What do you do with Life Insurance?
- Portability-Credit Shelter Planning
- Powers of Attorney’s
- Asset Protection
- Digital Assets
- NYS- same sex marriage update
LAURENCE KEISER, LL.M. (TAX), CPA
Laurence Keiser is a partner in the New York City and White Plains law firm of Stern Keiser & Panken, L.L.P. where he specializes in tax planning and litigation, and estate planning and administration.
Larry holds a B.S. in accounting from New York University, a J.D. from St. John's University School of Law, and an LL.M. in taxation from New York University School of Law. He is a former officer and director of the New York State Society of CPA's, and past chairman of many of its committees (including Relations with the Internal Revenue Service.) He is also past President of its Westchester Chapter.
Larry has been a frequent lecturer and speaker for accounting and law groups. He was the author and discussion leader of the Foundation for Accounting Education’s courses, Review and Update for Experienced Individual Tax Practitioners and Advanced Estate Planning, for which he received the Outstanding Discussion Leader Award. He has chaired or presented at many tax conferences.
He has served on various tax and estate and trust committees of the New York State and Westchester County Bar Associations and is a past director of the Estate Planning Council of N.Y.C. Presently Larry is a member of the Executive Committee of the NYS Bar Association Trusts and Estates section and past chairman of its committee on Taxation. He has also been a faculty member of Practicing Law Institute's Annual Estate Planning Conference.
Larry has had numerous articles published in professional journals and has been an Adjunct Professor of Taxation at the Graduate Business Schools of New York University and Long Island University.
Meeting Sponsored in Part by a Grant from …
Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Specialized Knowledge. Our New York State CPE Sponsor license number is 000783.
This program has been granted (2) CE credits for Certified Financial Planners.
RSVP: MUST BE MADE ON-LINE NO LATER THAN FRIDAY, September 27, 2013
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