Thursday, October 30, 2025
2:45 PM
to
3:45 PM
Back to Event
Estates and Probate Track
Presented by the Estates and Probate, Tax, and Business Law Sections
About the Program
This program will include a discussion of Grantor Trusts and their tax benefits in estate planning: utilizing sales transactions with promissory notes as a tax effective Business Succession Technique.
You Will Learn
- How to remove the appreciation in business assets and/or commercial real estate portfolio from a client’s taxable estate without allocating a large portion of the client’s unified gift tax and/or estate tax exemption amount
Who Should Attend
Estate and tax attorneys.
Credit
CT: 1.0 CLE Credit (General)
NY: 1.0 CLE Credit (AOP)
1.0 Paralegal CE Credit (General)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys 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.