Estate Planning for Real Estate Investors in Changing Times

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Indiana CLE
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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Approved CLE Sponsor (106648) by the Indiana Commission For Continuing Legal Education. To view our full accreditation details please .

All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Bruce Steiner has over 35 years of experience in the areas of taxation, estate planning, business succession planning and estate and trust administration. He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals.

Gain a better sense of how to recognize estate planning opportunities for your client. Topics include:

  • Estate planning under the American Taxpayer Relief Act of 2012 and the 2014 New York income and estate tax changes.
  • Planning in decoupled states such as NY, NJ and CT that have a state estate tax with a lower exempt amount than the Federal.
  • Special considerations and planning opportunities for real estate owners and investors.
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