Meltzer Lippe’s 10th Annual Private Wealth & Taxation Institute

June 17, 2024 @ 8:00am


June 18, 2024 @ 4:00pm

Meltzer, Lippe, Goldstein & Breitstone, LLP and Maurice A. Deane School of Law, Hofstra University invite you to attend our 10th Annual Private Wealth & Taxation Institute. This two-day hybrid conference will take place on Monday, June 17, 2024 and Tuesday, June 18, 2024 at the Nassau County Bar Association in Mineola, NY.

Hear from nationally recognized speakers about critical tax, trusts and estates and other legal and financial developments.

Day 1

  • Selecting the Right Cloud Infrastructure for the Family Office
  • Litigating Trusts in Surrogate’s Court
  • New York State Income Tax Planning on the Sale of a Business
  • Top 10 Simple Things Every Advisor Can Look For to See if Their Clients’ Estate Planning is on Track
  • Maximizing the Basis Step Up on Negative Capital Account Partnership Interests in Grantor Trusts
  • Insights into the Current Trends of Guardianship Litigation
  • Elder Abuse: Tackling Fraud in the Family

Day 2

  • Navigating the Different Forms of Charitable Remainder Trusts and Using Trust to Defer the Gain on the Sale of an Asset
  • Tax Professional Panel hosted by NCCPAP
  • Using Installment Sales to Non-Grantor Trusts
  • Taxation of Debt Restructuring, Workouts and Bankruptcy
  • Hot Topics in Estate Planning
  • 1031 Replacement Property Options
  • Ethics: Tax Opinion Policies and Procedures

Program Cost: $60/day; $120/both days

Separate fee of $115/day; $230/both days for CLE credits provided by the NCBA

CPE credits are complimentary

$20 additional charge for walk-ins

Includes breakfast and lunch

Up to 14.5 CLE/CPE credits available including 2.5 ethics and 1.0 cybersecurity

Register here: