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Dec 1st Estate Planning CLE Seminar
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Charitable Planning in the Current Tax & Economic Environment

 Export to Your Calendar 12/1/2016
When: Wednesday, October 26, 2016
7:45 AM until 9:15 AM
Where: Map this event »
Fiddlers Elbow Country Club
811 Rattlesnake Road
Bedminster, New Jersey  07921
United States
Contact: Jayne C. Kredatus

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Greater Middlesex Somerset Estate Planning Council & MCBA

Charitable Planning in the Current Tax & Economic Environment
Thursday, December 1st @ 7:45 a.m.
Fiddler's Elbow CC, 811 Rattlesnake Road, Bedminster

Anita Siegel, Esq.
Siegel & Bergman, LLC

Ms. Siegel will talk about the following issues:

  • Charitable Deduction Limitations
  • Gifts Currently Enjoyed by Charity
  • Deferred Gifts to Charity
  • Impact of IRC § 7520 rate on various charitable vehicles
  • Lifetime Donations vs. Testamentary Gifts
  • Allocation of Estate & Inheritance Taxes
  • Restricted Gifts vs. General Gifts
  • Pecuniary vs. Residuary Devises: Income Tax Aspects
This program has been approved by the BCLE of  the Supreme Court of NJ for 1.5 hours of total CLE credit. (Please note that Approved CLE Courses in NJ are Recognized for CLE Credit in New York.)

Registration is through the Greater Middlesex Somerset Estate Planning Council

To RSVP: Download RSVP Form or contact Jayne Kredatus @ 908.963.5463 /

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