Navigating a Non-Tax Estate Planning Maze with Some Tax Considerations

Probate & Property Magazine: Volume 27 No 04


Marc S. Bekerman is a solo practitioner in Woodbury, New York. He has held a number of leadership positions within the Section, including membership on the Section Council, and currently serves as one of the program chairs for the Section’s annual “Skills Training for Estate Planners” program. This article is based on the author’s presentation at the 38th Annual Notre Dame Tax & Estate Planning Institute.

Much attention is given to the income and transfer tax considerations in preparing and implementing an estate plan, but important nontax considerations can affect the drafting and implementing of almost any estate plan as well.

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