Thursday, October 30, 2025
3:55 PM
to
4:55 PM
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Presented by the Estates and Probate and Tax Sections
About the Program
This program is designed for financial professionals who advise individual clients on their tax and estate planning. It will provide a detailed and practical analysis of the provisions within the recent tax reform and its immediate and future implications.
You Will Learn
- About the provisions in the new tax act that are pertinent to individual clients
- A short lesson in civics explaining how Congress was able to enact this bill
- About changes impacting estate, gift, and GST taxes
- About changes to deductions for charitable contributions and other itemized deductions
- About opportunities for planning with QSBS stock and Opportunity Zone Funds
- About tax and estate planning techniques for 2025 and 2026
- To analyze what might happen next, including the possibility of technical corrections
- About IRS regulatory projects interpreting the Act
Who Should Attend
Estate and tax attorneys and financial professionals.
Credit
CT: 1.0 CLE Credit (General)
NY: 1.0 CLE Credit (AOP)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for experienced attorney CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.