ROSELAND, NJ (September 20, 2012) - Connell Foley Partner Anthony F. Vitiello was a featured presenter at the UJA-Federation of New York's 43rd Annual New York Estate, Tax & Financial Planning Conference held on September 13, 2012 at the Hilton New York, N.Y.
Vitiello's session, "The Perfect Hedge: Cutting-Edge Planning Strategies with Guaranteed Results," covered in depth two creative and often overlooked estate planning strategies, using a combination of Grantor Retained Annuity Trusts or Charitable Lead Annuity Trusts. When coupled with insurance, these options provide an almost no-risk planning vehicle for high net-worth and ultra-high net worth clients. According to Vitiello, "Significant estate planning benefits are virtually guaranteed, regardless of premature death or long life."
With a legal background that encompasses almost two decades of practice in sophisticated estate planning for high and ultra-high net worth individuals, Vitiello is regularly consulted on complex tax controversies against the IRS, hard-fought estate litigation matters, and post-death estate administrations. He has authored a specialty chapter on Grantor Retained Annuity Trusts (GRATs) for the American Bar Association's national publication: Practical Guide to Estate Planning, and he has been recognized by top industry magazines such as Worth Magazine's "Top 100 Attorneys" list for all years of its publication (2005-2008), and more recently named in Best Lawyers (2011-2012) and Super Lawyers.
For more information, please contact Anthony Vitiello at (973) 535-0500 or avitiello@connellfoley.com.
About UJA-Federation of New York
For more than 90 years, UJA-Federation has been a central force for communal planning and philanthropy in the New York Jewish community. Through UJA-Federation, more than 60,000 donors pool their resources to help people in need, inspire a passion for Jewish life and learning, and strengthen Jewish communities around the world - to address the issues that matter to us most as Jews and as New Yorkers. Working with nearly 100 network beneficiary agencies, synagogues, and other Jewish organizations, our reach spans from New York to Israel to more than 60 other countries around the world, touching 4.5 million people each year.