Speaking Engagement
10.25.2019 and 11.15.2019

Jordan Weitberg will be presenting at New York University’s 78th Institute on Federal Taxation. This annual 6-day, two-city conference brings together tax practitioners from around the country to learn about new practices in federal taxation, exchange ideas, and stay on top of the latest tax trends and developments. One of the nation’s foremost tax conferences, it features America’s leading tax experts from the worlds of finance, law, and government discussing a variety of topics designed specifically for lawyers and accountants who deal regularly with federal tax matters. 

Jordan will be speaking as part of the Trusts and Estates panel on Friday, October 25th, in New York, and on Friday, November 15, in San Francisco, in two sessions on each day—both as a sole and panel presenter.

In his first session, “The Evolving Use of Trusts – Meeting the Needs of Clients in the Modern World,” Jordan will explain why the world of trusts is not what it used to be. He will discuss the virtual revolution in the design of trusts, including the adoption of new investing principles, the use of perpetual dynasty trusts, “decanting” to new and improved trusts, the use of trust directors and protectors, and other changes that meet the needs of a new generation of clients. His discussion will focus on the latest changes in trust laws, including the impact of income, estate, gift and generation skipping tax.

In his second session, Jordan will be on a panel titled “Family Limited Partnerships: The Continuing Saga,” where nationally-recognized experts will discuss the latest cases and trends in valuation of closely-held businesses including valuation discounts, recommend approaches in anticipating IRS challenges in an ever-changing transfer tax environment, and provide guidance for creating, implementing, preserving, and valuing the closely held entity.

To learn more about the conference or to register, please visit the NYU Institute’s website.


Jump to Page