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Review of 2017 Heckerling Institute on Estate Planning - Part 4

When: Tuesday, April 25, 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 4
Tuesday, April 25th @ 8:00 a.m.
Law Offices of Greenberg & Schulman, 90 Woodbridge Center Dr, Suite 200, Woodbridge
Online RSVP | RSVP Form | Email


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 the final Part, Rich Greenberg will conclude his discussion of the highlights from the 2017 Heckerling Institute. Some of the topics will include:
  • IRS attacks on Basic Estate Planning Techniques
  • Planning to Eliminate the IRS attacks
  • Estate of Vose - Here Come the Portability Cases
  • Modification, Reformation and Decanting of Trusts - and the Tax Consequences
  • The Double Step-Up Basis Trust
  • NFL Pre-Draft Analysis
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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Tel: 732.828.3433 | | Fax: 732.828.5826