Using Taxes To Settle Trust and Estate Disputes
Date: Wednesday, February 10, 2027
Time: 7:45am - 9:45am
Location: Wolferts Roost Country Club, 120 Van Rensselaer Blvd, Albany, NY 12204
Speaker: Joshua S. Rubenstein, Esq.
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Imagine beneficiaries are deadlocked over the distribution of an estate, and a proposed settlement is stalled over the financial impact of taxes. Could a different tax strategy create additional funds, make the proposed resolution more attractive, and finally move the parties toward agreement?
This program explores how tax planning can become a powerful tool in resolving trust and estate disputes. Participants will learn how to
- identify opportunities to reduce tax liabilities
- Understand how to correct tax problems
- Understand the tax treatment of settlements
- use creative strategies to generate additional funds for resolving contentious matters.
Join us as Josh Rubenstein, Esq. of Katten Law shares practical insights for turning tax considerations into settlement opportunities—and potentially turning a deadlock into a resolution.
application for NYS CLE is currently pending
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