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
This class is included in the myLawCLE All-Access Pass

Subscribe to myLawCLEs All-Access Pass...
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

2 hour CLE
Tuition: $195.00
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

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

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

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Register Now

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


More CLE Webinars
Trending CLE Webinars
The Corporate Transparency Act Reporting Obligations
The Corporate Transparency Act Reporting Obligations
Law Offices of Jonathan H. (Jason) Warner, P.A.
On-Demand
IRS Penalty Abatement Made Easy
IRS Penalty Abatement Made Easy
Green & Sklarz, LLC
On-Demand
Gun Trust Law (2024 Edition)
Gun Trust Law (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Revocable Living Trusts from Start to Finish (2024 Edition)
Revocable Living Trusts from Start to Finish (2024 Edition) Mon, December 30, 2024
On-Demand
Live Replay
Lawyers Serving on Boards
Lawyers Serving on Boards
Howard Brod Brownstein, CTP.
Essential Accounting Principles Every Attorney Should Know
Essential Accounting Principles Every Attorney Should Know
LaPorte CPAs & Business Advisors
On-Demand
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Trial Lawyers for Justice, Hanker Law PC
On-Demand
Tax Opportunity Zones (2024 Edition)
Tax Opportunity Zones (2024 Edition)
Blank Rome LLP
On-Demand
Litigating Libel and Defamation Cases
Litigating Libel and Defamation Cases
Callahan & Blaine, APLC.
On-Demand
Will Drafting 101 (2024 Edition)
Will Drafting 101 (2024 Edition)
Partner, Davenport Evans Lawyers
On-Demand
Upcoming CLE Webinars
Using Self-Collection Tools to Gather ESI
Using Self-Collection Tools to Gather ESI Wed, December 4, 2024
Live Webcast
Law Firm Automation Meets AI: A match made in heaven?
Law Firm Automation Meets AI: A match made in heaven? Thu, December 5, 2024
Live Webcast
Tools for Managing Vicarious Trauma in Practice
Tools for Managing Vicarious Trauma in Practice Thu, December 5, 2024
Live Webcast
Wine, Spirits and Beer Law 101 (2025 Edition)
Wine, Spirits and Beer Law 101 (2025 Edition) Fri, December 6, 2024
Live Webcast
Playing Defense at 30(b)(6) Depositions (2024 Edition)
Playing Defense at 30(b)(6) Depositions (2024 Edition) Fri, December 6, 2024
On-Demand
Live Replay
4th Annual Tax Rep Summit [4-Day Event]
4th Annual Tax Rep Summit [4-Day Event] Tue, December 10, 2024
Live Webcast
Cannabis Law: Taxation, M&A, and Compliance Strategies
Cannabis Law: Taxation, M&A, and Compliance Strategies Wed, December 11, 2024
Live Webcast
Supercharging Your Transactional Practice with GenAI
Supercharging Your Transactional Practice with GenAI Wed, December 11, 2024
Live Webcast
Negotiating Financing and Investment in Cannabis
Negotiating Financing and Investment in Cannabis Thu, December 12, 2024
Live Webcast
Fraudulent Transfers Uncovered (2025 Edition)
Fraudulent Transfers Uncovered (2025 Edition) Thu, December 12, 2024
Live Webcast
Esports Law 101 (2025 Edition)
Esports Law 101 (2025 Edition) Fri, December 13, 2024
Live Webcast
Dividing Military Pensions (2025 Edition)
Dividing Military Pensions (2025 Edition) Mon, December 16, 2024
Live Webcast
Common Cyber Threats and How to Reduce Risk
Common Cyber Threats and How to Reduce Risk Wed, December 18, 2024
Live Webcast