Event Details

Date:
On Demand

Location:
Online

Price:
Course Registration $40.00 Members
$50.00 General Admission

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Experts Jason Kleinman, Partner, Tax and Personal Planning, and Barbara Lawrence, Partner & Chair, Trusts & Estates with the law firm Herrick Feinstein, LLP will review the changes in the new tax legislation relevant to appraisers and their clients.

Jason Kleinman, Partner, Tax and Personal Planning, Herrick Feinstein LLC, has experience in a wide range of domestic and international tax and estate planning matters. He is a creative problem-solver, offering practical solutions to help clients achieve their goals. Jason protects the interests of high-net worth individuals, families and closely held businesses in the structuring of real estate investments, joint ventures, mergers and acquisitions, cross-border investments, art acquisitions and litigation settlements.Jason has a distinctive understanding of planning with trusts. He regularly works with attorneys in Herrick’s Trusts & Estates Department in the structuring of trusts to minimize tax burdens and provide asset protection. He recently contributed his insights on the tax consequences of trust modifications in an article featured in the American Bar Association’s Real Property, Trust and Estate Law Journal. Barbara J. Lawrence, Partner & Chair, Trusts & Estates, Herrick Feinstein, LLC has more than two decades of experience in all aspects of estate planning and the administration of trusts and estates. She assists high-net-worth individuals and families in developing customized estate plans to transfer and protect wealth for future generations and achieve their charitable objectives.Barbara’s practice includes advising business owners in connection with the transfer of business interests to the next generation with minimal transfer tax cost and without disruption of the family business. This area of her practice includes developing tax strategies related to crucial transition events in the life of a business owner, such as initial public offerings or sales. Prior to joining Herrick, Barbara was counsel in the New York office of Skadden, Arps, Slate, Meagher & Flom LLP.

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