Modern Estate Tax Planning: A Comprehensive Guide to Navigating Legal Complexities and Optimizing Client Solutions
This advanced course delves into the intricacies of contemporary estate tax planning strategies, addressing current trends, challenges, and legal developments in the field. Students will explore the increasing demand for estate planning services, driven by demographic shifts and economic factors, and examine the impact of events like the COVID-19 pandemic on client needs and legal practice. Through comprehensive case studies and analysis, participants will gain insights into complex tax implications, including federal and state estate taxes, gift taxes, and generation-skipping transfer taxes. Special emphasis is placed on integrating evolving laws, such as the Corporate Transparency Act (CTA), into legal practice, as well as fostering effective client communication and collaboration with other professionals for holistic estate planning solutions. This course equips legal practitioners with the knowledge and skills necessary to navigate intricate estate planning challenges, optimize tax-saving opportunities, and provide client-centric legal services in a dynamic regulatory environment.
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Partner | FORSPAN KLEAR LLP
Elizabeth Forspan is a Founding Partner of Forspan Klear, LLP, a New York-based law firm. Elizabeth's areas of practice include Estate Planning, Taxation, and Elder Care Planning. She regularly assists clients in achieving their Medicaid Planning goals in a tax-efficient manner through practical and considerate planning techniques. Elizabeth often lectures on various aspects of Elder Care Planning, Tax Law, and Estate Planning. Elizabeth has been named a New York Metro Area Super Lawyer Rising Star in the area of Estate Planning and Probate each year from 2016 through 2022. Elizabeth has been featured in New York Magazine and she has been quoted in the New York Times. Prior to founding Forspan Klear LLP, Elizabeth was the Managing Attorney of a prominent New York Elder Law and Trusts and Estates Firm. Prior to that, Elizabeth was a Tax Manager with Ernst & Young LLP, where she focused on Mergers and Acquisitions and Executive Compensation. Elizabeth earned her Juris Doctor from Fordham University School of Law and she received her B.A. from Queens College of the City University of New York, where she graduated summa cum laude and is a member of Phi Beta Kappa.
