Basic Estate Planning

Past Webinar

Basic Estate Planning

Start 09/27/2023 - 5:30 PM
End 09/27/2023 - 7:35 PM


Learn the fundamentals of the Federal and New York State Estate Tax system, and the creation of Estate Planning documents. Gain an introduction to essential Estate Tax Planning through the use of a Credit Shelter Trust, Irrevocable Life Insurance Trust (ILIT), Qualified Personal Residence Trust (QPRT), Qualified Terminable Interest Property Trust (QTIP), Spousal Lifetime Access Trust (SLAT), Intentionally Defective Grantor Trust, (IDGT), Grantor Retained Annuity Trust (GRAT), Qualified Domestic Trust (QDOT), Charitable Remainder Annuity Trust (CRAT) and a Charitable Remainder Unitrust (CRUT), as well as an understanding of how one or more of these trusts can be utilized in an Estate Tax Plan.


Estate tax planning techniques, time frames and tax compliance deadlines will be discussed, along with practical considerations in developing an estate plan. Common pitfalls, such as reasons to avoid excessive use of Transfer on Death (TOD) accounts in an Estate Plan will also be discussed. Other topics include how to avoid pitfalls in your practice, and key provisions to include in Estate Plans.


Finally, what you need to know about Wills, Powers of Attorney, Advanced Health Care Directives, Living Wills, and Revocable Living Trusts will also be considered.


The New York and New Jersey CLE credits for this program will be issued by NYCLA
The New York CPE credits for this program will be issued by IRG Publications


IRG Publications CPE Details:

  • Recommended CPE Credit Hours: 2
  • Method of Presentation: Webinar
  • NY Sponsor: IRG Publications
  • Sponsor License No.: 002963
  • Subject area: Taxation
  • Learning objective: This program will guide you through the fundamentals of the Federal and New York State Estate Tax system, Estate Tax Planning techniques and other significant topics.
  • Level: Intermediate
  • Prerequisite: Basic knowledge of taxation





Faculty: Stephanie M. Keating, Esq., CPA, Schwartz, Fang & Keating, P.C.

Program Sponsor for CPE Credits (NY ONLY): IRG Publications


2.5 NY Credits: 0.5 Ethics; 2 Skills; Transitional and Non-transitional; 2.5 NJ Credits: 2.5 General; 2 CPE Credits (NY ONLY)



To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.

For technical and account-related issues, please get in touch with us at

Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email

Course Materials: We will email the link to download course materials 30 minutes before the program starts.

CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.

Member $55
Non-member $80
Member CLE/CPE Credits $65
Non-member CLE/CPE Credits $95
NY CPE Credits ONLY $55
No CLE/CPE Credits $45

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