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Review of 2017 Heckerling Institute on Estate Planning - Part 1

1/24/2017
When: Tuesday, January 24, 2017
8:00 AM until 9:15 AM
Where: Law Offices of Greenberg & Schulman
90 Woodbridge Center Drive
Suite 200
Woodbridge, New Jersey  07095
United States
Contact: Jonathan Cowles
732.828.3433, x. 102


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Review of 2017 Heckerling Institute on Estate Planning - Part 1
Tuesday, January 24th @ 8:00 a.m.
Law Offices of Greenberg & Schulman, 90 Woodbridge Center Dr, Suite 200, Woodbridge
Online RSVP | RSVP Form | Email

Speaker:

Richard Greenberg, Esq.
Greenberg & Schulman - Woodbridge

The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals including attorneys, trust officers, accountants, insurance advisors and wealth management professionals. Rich Greenberg will present the highlights from the 2017 Heckerling Institute. Some of the likely topics will include:

  • Potential Impact of the 2016 Election
  • Proposed Regulations Under Section 2704 - Update
  • Rev. Proc 2016-49 - QTIP Relief Arrives
  • Income Tax Traps for Trusts and Estates
  • Restrictions on Stretch IRAs - With A Twist
  • Use of Sales to Defective Grantor Trusts - Judicial Developments
  • Developments Which Affect Planning in New Jersey
  • The New York Jets: Just when you thought it couldn't get any worse

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.)

Cost to attend: $5-Young Lawyers; $10-MCBA Members; $10-All Others

To RSVP: Online RSVP | RSVP Form | Email | Call 732.828.3433, x. 102


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