Planning And Drafting For Married Couples In New York (62-Page Book)

In this useful book, Ira Mark Bloom, Esquire gives a practical explanation of how to plan and draft for married couples of modest wealth who reside in New York State. It is especially helpful because it incorporates recent relevant state and federal legislation including the New York Marriage Equality Act, taxation sections of the 2014 New York Budget Bill, IRC Section 1014(f), and portability. Mr. Bloom is a nationally-recognized expert on estates, gifts, and trusts, including estate planning. He is the Justice David Josiah Brewer Distinguished Professor of Law at Albany Law School, where he received the 2015 Faculty Award for Excellence in Scholarship.

See sample pages above for the complete Table Of Contents.

Related CLE Course: to listen to, and obtain CLE/MCLE credits in New Jersey, New York and Pennsylvania ONLY please visit our sister site, www.nlfonline.com. This course is found on the three above mentioned state pages under "Estate Planning & Taxation" heading: "Planning And Drafting For Married Couples In New York".

Author:
Ira Mark Bloom is the David Josiah Brewer Distinguished Professor of Law at the Albany Law School of Union University. Professor Bloom is a nationally-recognized expert in trusts and estates and estate planning. He has taught, written and lectured in the areas for over forty years. At Albany Law School he teaches a variety of subjects, including Estate Planning, Property, Trusts and Estates. He has taught at Loyola University College of Law, New Orleans, McGeorge School of Law, Tulane University School of Law, and The Ohio State University College of Law. Professor Bloom is the co-author of ten law school casebooks on tax and trusts and estates, and the principal author of the two-volume treatise Drafting New York Wills and Related Documents. Professor Bloom is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC); he currently serves on ACTEC’s Fiduciary Income Taxation, Legal Education and State Laws Committees. He is also a member of the American Law Institute and was actively involved in the formulation of the Restatement (Third) of Trusts and the Restatement (Third) of Property (Wills and other Donative Transfers). Professor Bloom is the past Chair of the Trusts and Estates Law Section, New York State Bar Association and previously served as Chair and Vice-Chair of the Taxation Committee and Chair of the Multi-State Practice Committee. He was also the Section's liaison to the EPTL-SCPA Legislative Advisory Committee which worked on recommending adoption of the Uniform Trust Code (UTC) in New York. Spearheading the study of the EPTL-SCPA Legislative Advisory Committee’s recommendation that the UTC, as modified be enacted in New York, he is currently Chair of the Section’s NYUTC Committee, a member of the NYUTC-Legislative Advisory Group’s Steering Committee and Co-Reporter for the Project. He is currently serving his second three-year term as a member of the Trusts and Estates and Surrogate’s Court Committee of the Bar of the City of New York, having also served a three-year term as member of the Estate and Gift Tax Committee of the Bar of the City of New York.