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Review of 2017 Heckerling Institute on Estate Planning - Part 3

3/28/2017
When: Tuesday, March 28, 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 3
Tuesday, March 28th @ 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.

In Part 3, Rich Greenberg will continue presenting the highlights from the 2017 Heckerling Institute. Some of the topics will include:
  • State Income Taxation of Trusts - It's a Whole New Ball Game
  • IRS Attacks on Traditional Estate Planning Techniques - GRATs, Sales to Defective Grantor Trusts and Self-Canceling Installment Notes - and How to Plan For Them
  • The Double Step-Up in Basis Trust
  • Proposed Retirement Plan Legislation
  • Modification, Reformation and Decanting of Trusts - Tax Ramifications
  • The Proposed Section 2704 Regulations
  • Spring Training Analysis - The Baby Bombers: Here Comes the Future
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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