Are Santa Clauses in Estate Planning Documents Always a Welcome Gift, New York City Bar Association Estate & Gift Taxation Committee

We're pleased to announce that members of our New York Private Client group presented to the New York City Bar Association's Estate & Gift Taxation Committee on November 20.

Partners Marjorie W. Hornaday and Michael S. Schwartz, and Associate Benjamin Millard discussed strategies and recent developments in New York estate-tax planning, drawing on their article "Are Santa Clauses in Estate Planning Documents Always a Welcome Gift?"

Their presentation explored common planning techniques for New York residents and highlight potential pitfalls, helping fellow practitioners provide the best advice to their clients.