Mary P. O’Reilly and Andrew L. Baron to Speak at NYU 81st Institute on Federal Taxation

October 28, 2022 @ 10:45am


October 28, 2022 @ 12:00pm

Mary P. O’Reilly, Co-Chair of the firm’s Trusts & Estates Practice Group and Andrew L. Baron, Partner in the firm’s Trusts & Estates and Business & Real Estate Taxation Practice Groups will be speaking at the NYU 81st Institute on Federal Taxation in New York City on Friday, October 28, 2022 and in San Diego on Friday, November 18, 2022 on a panel entitled “Common Pitfalls in Estate Planning with Investment Real Estate.”

This program explores the complexities of lifetime planning with investment real estate to minimize estate taxes, including planning effectively with negative basis assets, qualifying for Section 6166 estate tax deferral, avoiding local transfer taxes, dealing with mortgaged properties, and minimizing the impact of planning on the client’s personal financial statement for purposes of financing new deals. It also explores the challenges of business succession beyond simply naming a successor manager in an operating agreement, including incentivizing family members in the business and minimizing conflicts with those outside of the business as well as addressing the challenges of trust ownership of concentrated investment real estate.

For more information and to register, please visit