Join us next week for Spousal Lifetime Access Trust and the NYS Estate Tax Cliff and a meet and greet reception with our sponsors and partners on the M&T Bank and Wilmington Trust team.
The program will help you to understand the SLAT, ILIT & The “Santa Clause”. As 2026 quickly approaches, these trust and estate strategies are critical planning vehicles of choice for your clients. Learn drafting techniques and advice for your client(s) on how to take advantage of the large federal estate tax exemption before it’s sunset.
You will learn:
🎅 Tax issues for your clients
🎅 Tips for estate tax planning before the federal estate tax sunset of December 31, 2025
🎅 SLATs are not just for spouses
🎅 The benefits of an Irrevocable Life Insurance Trust
🎅 Various techniques to avoid the NY Estate Tax Cliff and perhaps provide that cushion for the estate
🎅 The sweet and not so sweet spot for NYS estate taxes
This December, CPE & CLE will be located at the newly opened community outreach and educational M&T Advice & Learning Center located at 133 Main Street, Westhampton Beach, NY. Mingle with your colleagues over holiday refreshments and food, bring a toy for USMC Toys for Tots, and have a chance to win a basket of holiday goodies.
FACULTY:
Aaron Futterman, CPA, Esq., Partner at Futterman Lanza & Pasculli, LLP
Matthew Lee, Director of Wealth Strategies, Wilmington Trust
Thomas Haberlack, Esq., Law Office of Thomas C. Haberlack, P.C.
COORDINATED BY:
Regina Brandow, Regina Brandow, P.C.
Tuition generously provided by M&T Bank and Wilmington Trust.
Register here: https://shar.es/agbaCM
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