Complimentary for Members

November 14, 2025


Live Webcast


NASBA 1

Strategies to Minimize New York State Estate Tax Tech Session Webinar

November 14, 2025
Live Webcast
NASBA 1
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    Instructor

    Lee
    Snow

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Analyze the structure of the New York State estate tax.
  • Evaluate specific, legal strategies to minimize or eliminate NYS estate tax liability.
  • Implement a proactive checklist for clients to optimize their estate plans in anticipation of NYS estate tax.

Major Topics

  • Structure of the New York State estate tax.
  • Legal strategies to minimize or eliminate NYS estate tax liability.
  • Checklist for clients to optimize their estate plans in anticipation of NYS estate tax.

CPE Credits Available

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Trust & Estate Professionals and other tax practicioners

Provider

Foundation for Accounting Education

This event has ended.