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Feb 23rd Tax Law CLE Seminar
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Feb 23rd Tax Law CLE Seminar


When: Tuesday, February 23, 2016
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
Jonathan Cowles

Phone: 732.828.3433, x. 102

Registration Information
Online registration is closed.

Review of 2016 Heckerling Institute on Estate Planning - Part 2
Tuesday, February 23rd @ 8:00 a.m.
Law Offices of Greenberg & Schulman, 90 Woodbridge Center Drive, Suite 200, Woodbridge
Online Registration | Download RSVP Form


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 2016 Heckerling Institute. Some of the topics in Part 2 will include:

  • Discounts - Regulations to provide guidance with respect to values attributable to lack of control interests
  • The QTIP and Portability - The Service response to the marital deduction just to obtain Portability
  • Drafting for the Marital Deduction - Strategies unique to New Jersey in light of recent developments
  • Planning in 2016 when Basis and Income Tax considerations supersede Estate Tax considerations

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey 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 Registration | Download RSVP Form | Call 732.828.3433, x. 102


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