Sep
25
2019
Speaking Engagement

2019 Trusts & Estates Federal and NY Legislative Caselaw Update

Presented by the Monroe County Bar Association

Location:
Monroe County Bar Association Telesca Center for Justice
One West Main Street, 10th Floor
Rochester, New York 14614

Date:
September 25, 2019
12:15 - 2:00 pm


HSE Trusts and Estates partner Martin O'Toole will be speaking at an upcoming Monroe Country Bar Association event, "2019 Trusts & Estates Federal and NY Legislative Caselaw Update." Marty will review federal and state developments in the past year, including pending legislation to reduce "Stretch IRAs," New York clawback legislation for taxable gifts, estate planning and estate administration implications of investments in qualified opportunity funds, and the planning implications of proposals to reduce significantly the amount of federal estate, gift and GST tax exemption.

Professional credits: Professional Practice (2)

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