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.

Seminar Information
Seminar Date:
September 25, 2019
Seminar Location:
Rochester, NY
2019 Trusts & Estates Federal and NY Legislative Caselaw Update with Marty O'Toole
Speaker Information
Martin W. O'Toole, ESQ.   [ view bio ]
Nicholas S. Proukou, ESQ.   [ view bio ]
Individual topic purchase: Selected
Monroe County Bar Center for Education
Professional Practice Credits: 2.00
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