Deborah Plum

Deborah Plum, a seasoned trusts and estates associate with a rich background in corporate tax and charitable foundations, dives into New York's intricate estate and tax laws. She discusses the notorious estate tax cliff and shares strategic insights for navigating the unique challenges of tax residency. Listeners can learn about the implications of domicile and dual residency, along with effective estate planning techniques like bypass trusts. Deborah also highlights the complexities of New York's estate taxation and how they compare to other states.