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Review of 2018 Heckerling Institute on Estate Planning - Part 3

When: Tuesday, March 20, 2018
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 2018 Heckerling Institute on Estate Planning - Part 3


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 2018 Heckerling Institute. Some of the likely topics will include:

  • Closely-Held Business Planning
  • Impact of the New Uniform Directed Trust Act
  • Income Tax Traps for Trusts and Estates
  • Effective Tax-Exempt Vehicles for Charitable Giving
  • New Developments in Special Needs Planning and Financing Long-Term Care
  • Recent Cases Involving Fiduciaries
  • Planning to Avoid Post-Death Administrative Problems

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 | Call 732.828.3433, x. 102

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MCBA Partners

Middlesex County Bar Association | 87 Bayard Street | New Brunswick, NJ 08901
Tel: 732.828.3433 | | Fax: 732.828.5826