Don’t miss your chance to hear from top experts at this year’s Sidney Kess New York Estate, Tax & Financial Planning Conference. You’ll learn the latest information on estate, tax, and financial planning, and how to navigate these evolving processes.
Nontransitional Credits Offered
14 CLE Credits (including one Ethics, one Technology, and one Diversity credit)
14 CPE Credits
CE Credits for CFP professionals will be offered
Credits will be given for each session attended in accordance with CLE, CPE, and CFP requirements.
Hot Topics for this year include:
- A Comprehensive Tax and Estate Planning Update for NY
- Creditor Protection Without Asset Protection Trusts -- How to Create an Effective Estate Plan that
- Protects Assets from Creditors While Achieving Tax and Practical Goals for Families and Businesses
- Using the Charitable Gift Annuity to Defer Reporting the Gain Realized from the Immediate Sale of Marketable Securities
- What the New OBBB Act Means for Philanthropy
- Advising clients when a beneficiary has mental health issues
- Tax Aspects of Divorce
- AI and Ethics: Practical Stuff You Must Know
- Income Tax Planning in the Current Tax Environment
- Estate Planning in the Current Environment
Conference Fee: $195 per person, which will include a link to a downloadable e-binder. UJA estimates that the fair market value of attending the conference is $195 and does not qualify for a charitable deduction. No other goods and services will be provided.
Financial Aid Policy — Applicants for financial support may apply for reduced fees or scholarships based on financial hardship. Under this policy, any individual who has a genuine financial hardship may submit, in writing, on letterhead, an explanation of the hardship and, if approved, may receive full or partial assistance, depending on the circumstances. Please send financial aid requests to .
Cancellation policy: $25 handling fee. No refunds will be given for cancellations after Sunday, October 19, 2025.