Estate Planning Strategies: Federal estate tax update, portability, liquidity, charitable deductions, what to do with real property, and key tax elections

Michael G. Zapson
Michael G. Zapson | Certilman Balin Adler & Hyman, LLP

Michael G. Zapson is a Partner in the Real Estate Group and Trusts and Estates Group at Certilman Balin Adler & Hyman, LLP. He advises real property owners, national companies, developers, purchasers, sellers, REITs, lenders, and brokers.

On-Demand: March 26, 2024

2 hour CLE

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Program Summary

This CLE delves into the realm of estate planning, including federal estate taxes. You'll learn about recent changes and how they impact estate planning. Also, you will learn the differences between portability, liquidity, and charitable deductions, as well as how to apply them effectively. We will investigate the complexities of real estate in estate planning, including crucial considerations and strategies. And lastly, we will discuss key tax decisions that affect estate planning. Whether you're an experienced estate planning professional or new to the field, this event will provide you with valuable insights and practical recommendations to help you enhance your practice.

Key topics to be discussed:

  • Federal Estate Tax Update
  • Portability, Liquidity, Charitable Deductions
  • What To Do with Real Property
  • Key Tax Elections

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Michael-G.-Zapson_Certilman-Balin-Adler-&-Hyman,-LLP_myLawCLEMichael G. Zapson | Certilman Balin Adler & Hyman, LLP

Michael G. Zapson is a Partner in the Real Estate Group and Trusts and Estates Group at Certilman Balin Adler & Hyman, LLP. He advises real property owners, national companies, developers, purchasers, sellers, REITs, lenders, and brokers. His practice also encompasses real estate and zoning, as well as commercial and estate litigation, estate planning and tax planning. His practice bridges the gap between estate and tax planning for real estate professionals and others.

He frequently presents seminars on the topics of land use and development, and trusts and estates. Active in his community, Mr. Zapson is Chairman of the Long Island Chapter of the League of Conservation Voters, and a member of the Long Beach Lawyer’s Association, the Nassau County Bar Association, and the Association of the Bar of the City of New York.

Mr. Zapson was a member of the Nassau County Legislature where he chaired the Judiciary, Finance, and Public Works Committees. He served as Chairman of the Long Beach Democratic Committee, and is a Past President, Past Vice President, and Former Council Member of the City of Long Beach.

Mr. Zapson earned a Juris Doctor from the State University of New York at Buffalo and a Bachelor of Arts from Cornell University. He is admitted to practice in New York, and the U.S. District Courts for the Southern, Eastern and Northern Districts of New York.

Agenda

I. Federal Estate Tax Update | 12:00pm – 12:30pm

II. Portability, Liquidity, Charitable Deductions | 12:30m – 1:00pm

Break | 1:00pm – 1:10pm

III. What To Do with Real Property | 1:10pm – 1:40pm

IV. Key Tax Elections | 1:40pm – 2:10pm

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