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Taxable Estate Arson: Creative Estate Planning for High-Net-Worth Individuals

TAXABLE ESTATE ARSON: CREATIVE ESTATE PLANNING FOR HIGH-NET-WORTH INDIVIDUALS

Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 4, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Estate and gift planning for the high-net-worth and ultra-high-net-worth client is always difficult because it requires two things: a wide arsenal of weapons to address tax issues and a willingness to engage in creative structuring. This program will explore techniques to “burn down” a client’s taxable estate over her golden years, even if she has no lifetime exemption remaining. The seminar will cover statutes, regulations, and case law that will hopefully be new material for attendees who have clients with potential estate and gift tax issues on the roster but struggle to come up with ideas.

Learning Objectives:


  • Identify unique estate tax reduction strategy techniques for use with high-net-worth and ultra-high-net-worth clients

  • Recognize the solutions that may be found within the statutes, regulations, and case law that are applicable to estate and gift tax issues

  • Recall various tools and creative structuring methods used in successful estate and gift planning

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Matthew E. Rappaport concentrates his practice in Taxation related to Real Estate, Corporations, Partnerships, and Trusts & Estates. He advises clients regarding tax planning and structuring for generational wealth transfer, commercial real estate enterprises, business transactions, and cross-border considerations. He primarily advises real estate professionals, financial professionals, and closely-held business owners. He also functions as a subcontractor for other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise.

Mr. Rappaport graduated from Washington University in St. Louis in 2007, cum laude, with an undergraduate degree in Political Science. His undergraduate thesis was a cross-sectional analysis of the corporate culture of the privately held financial firm Edward Jones. He received his Juris Doctor and Master of Laws in Taxation from Georgetown University Law Center in 2011. Mr. Rappaport is licensed to practice in New York. He is an active member of the Nassau County Bar Association, the New York State Bar Association, and the American Bar Association. He was the Co-Vice Chair of the Tax Committee of the Nassau County Bar Association from June 2015 until June 2016.

He serves on the Sales, Exchanges, and Basis Committee of the American Bar Association Section of Taxation. Mr. Rappaport has authored articles for the Nassau Lawyer, Thomson Reuters’ Journal of Real Estate Taxation, The Tax Adviser, Bloomberg BNA’s Tax Management – Real Estate Journal, and the Journal of Taxation of Investments. He has spoken at the request of the American Bar Association, the National Conference of CPA Practitioners, the Financial Planning Association, Strafford Publications, the School of Accounting at LIU Post, and a wide variety of law, accounting, and wealth advisory firms. He is a founder of the young professionals networking group Hydra Collective.

About Our Presenter

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Matthew E. Rappaport concentrates his practice in Taxation as it relates to Real Estate, Corporations, Partnerships, and Trusts & Estates. He advises clients regarding tax planning and structuring for generational wealth transfer, commercial real estate enterprises, business transactions, and cross-border considerations. He primarily advises real estate professionals, financial professionals, and closely held business owners. He also functions like a subcontractor for other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise.