Marty O’Toole is well respected locally and statewide as an expert in Trusts & Estates Law. His annual update is one of the most popular programs offered each year by the Monroe County Bar Center for Education. This annual program will discuss bills (passed by the Legislature but not yet signed by the Governor) to change laws governing powers of attorney and remote acknowledgements and witnessing, the impact of the SECURE Act on estate planning for retirement assets, proposals to do away with “step-up” in basis and (possibly) treat death as a deemed sale for capital gain purposes, and other federal and New York statutory and case law developments of note.

Seminar Information
Seminar Date:
October 16, 2020
2020 Trusts & Estates Federal and NY Legislative Caselaw Update with Marty O’Toole
Individual topic purchase: Selected
Monroe County Bar Center for Education
Professional Practice Credits: 2.00
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Streaming
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