NY Specific

Trusts, Estates & Probate

4.4

New York Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
OnDemand
6 hours 9 minutes
Matthew Rappaport
Dana Walsh Sivak
Michael Shapiro
Michele Schlereth
With Matthew E. Rappaport from Falcon Rappaport & Berkman LLP + 3 others
Recorded May 29, 2025
Product ID 100065

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Overview

Get Critical Tools for Shaping Your Clients' Legacies

This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today!

  • Get an incisive summary and analysis of the tax changes and their implications for existing planning tools.
  • Learn which deductions remain and how to obtain them.
  • Identify planning approaches that no longer help your clients.
  • Gain practical pointers for fixing old trusts.
  • Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.

Abbreviated Agenda

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them
  2. What's New in Planning for Large Estates and Complex Assets
  3. State and Federal Tax Updates
  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0
  5. Elder Law and Medicaid Planning Updates
  6. Reviewing Estate Planning Documents and Old Trusts
  7. Legal Ethics in Estate Planning

Related Topics

Product ID 100065

Credit Details

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them

    1. Simple Wills
    2. Life Insurance
    3. Old QPRTs: What to Do with the Family Home
    4. Reassessing FLPs and LLCs
    5. Joint Tenancies, Income Tax Basis, and Estate Tax Treatment
    6. Second Marriage Planning
    7. Gifting Strategies

  2. What's New in Planning for Large Estates and Complex Assets

  3. State and Federal Tax Updates

    1. State and Federal Tax Rates and Exemptions
    2. The Step-Up in Basis at Death
    3. Trust Tax Deductions Changes
    4. Business Tax Changes Affecting Estate Planning
    5. IRS Enforcement Priorities
    6. SALT Updates

  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0

    1. The End of the IRA Stretch
    2. Beneficiary Designations
    3. Required Minimum Distributions
    4. Tax Effects on Grantors and Beneficiaries
    5. IRA Trusts

  5. Elder Law and Medicaid Planning Updates

    1. Financial Powers of Attorney
    2. Advance Medical Directives
    3. Adult Guardianships
    4. Planning for Nursing Home Care and Aging in Place
    5. Medicaid Planning

  6. Reviewing Estate Planning Documents and Old Trusts

    1. Stock Language to Look out for
    2. AI-Assisted Drafting: Legal Risks and Opportunities
    3. Document Execution, Funding Mistakes
    4. Avenues for Making the Changes
    5. Top Estate Planning Mistakes: How They Play out in Probate

  7. Legal Ethics in Estate Planning

    1. Who is Your Client?
    2. Joint Representation and Conflicts of Interest
    3. Attorney Fees and Client Trust Accounts
    4. Attorney Technology Competence
    5. Guarding Confidentiality

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Estate Planners
  • Paralegals

Speakers

Matthew E Rappaport
Matthew E.
Rappaport
Falcon Rappaport & Berkman LLP
Dana Walsh Sivak
Dana
Walsh Sivak
Falcon Rappaport & Berkman LLP
Michael B Shapiro
Michael B.
Shapiro
Falcon Rappaport & Berkman LLP
Michele Schlereth
Michele
Schlereth
Falcon Rappaport & Berkman LLP
Speaker bio
Matthew E Rappaport

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP
Matthew Rappaport

chairs Falcon Rappaport & Berkman LLP's Taxation and Private Client groups. He concentrates his practice in taxation as it relates to real estate, closely held businesses, private equity funds, family offices, and trusts and estates. Mr. Rappaport advises clients regarding tax planning, structuring and compliance for commercial real estate projects, all stages of the business life cycle, generational wealth transfer, family business succession, and executive compensation. He also collaborates with other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise. Mr. Rappaport earned his J.D. degree and his Master of Laws in taxation from Georgetown University Law Center. He is a member and admitted to practice in the state of New York and the U.S. Tax Court.

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Speaker bio
Dana Walsh Sivak

Dana Walsh Sivak

Falcon Rappaport & Berkman LLP
Dana Walsh Sivak

is a partner at Falcon Rappaport & Berkman LLP, and serves as co-chair of the firm's Elder Law Practice group, as well as a member of its Litigation and Cannabis Law Practice groups. An accomplished author, Ms. Walsh Sivak's work has been published in a number of prestigious legal publications, including the New York Law Journal, New York State Bar Association Elder Law & Special Needs Journal, Nassau Lawyer and Suffolk Lawyer. She has received numerous honors, including the Forty Under 40 Award for Rising Stars in Business, "Who's Who in Healthcare Law," "Ones to Watch: Law", and the St. Vincent DePaul Legal Program Award. Ms. Walsh Sivak earned her B.S. degree, magna cum laude, from St. John's University and her J.D. degree from St. John's University School of Law. She holds a certificate with the State Certified Court Evaluator, Counsel for Alleged Incapacitated Persons and Guardian for Incapacitated Persons. Ms. Walsh Sivak is a member of the Nassau County Bar Association, co-vice chair of Elder Law Committee, Cannagather and the St. John's University School of Law Alumnae Leadership Council. She is admitted to practice in New York.

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Speaker bio
Michael B Shapiro

Michael B. Shapiro

Falcon Rappaport & Berkman LLP
Michael Shapiro

is a partner at Falcon Rappaport & Berkman LLP in their Private Client Practice group. His practice encompasses all aspects of estate and succession planning, including wills, trusts, special needs planning, estate administration, and closely held business succession planning. Mr. Shapiro is well-versed in areas related to estate planning and administration, such as estate and gift tax, real estate transactions, elder law, and Medicaid planning. He earned his B.S. degree from Long Island University and his J.D. degree from St. John's University School of Law. Mr. Shapiro is a member of the New York State Bar Association and Nassau County Bar Association. He is admitted to practice law in New York.

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Speaker bio
Michele Schlereth

Michele Schlereth

Falcon Rappaport & Berkman LLP
Michele Schlereth

is a founding partner of Falcon Rappaport & Berkman LLP. She brings vast expertise as a business advisor regarding all aspects of taxation with a concentration in trusts and estates. Ms. Schlereth's diverse experience and education bring clients a high quality of expertise in succession planning along with structuring for future needs. Her areas of expertise include but are not limited to: succession planning including estate and gift, trust, private foundation, individual, small businesses, investment partnerships, tax controversy, and fiduciary accountings. In addition to being a partner at FRB, Ms. Schlereth leads Schlereth Tax and Accounting Group LLC, a full-service tax firm. She has also taught multiple sessions of estate and gift taxation to masters in taxation students as an adjunct professor at her alma mater SUNY Old Westbury. Ms. Schlereth earned her associate's degree from the State University of New York, Nassau Community college; her B.S. degree from the State University of New York at Old Westbury; her Masters in Taxation from the State University of New York at Old Westbury; and her J.D. degree from Touro College Jacob D. Fuchsberg Law Center. She is a member of the American Bar Association, New York State Bar Association, AICPA, and NYSCPA. Ms. Schlereth is admitted to practice law in New York.

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Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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