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Review of 2019 Heckerling Institute on Estate Planning - Part 1

 Export to Your Calendar 1/29/2019
When: Tuesday, January 29, 2019
8:00 AM until 9:15 AM
Where: Map this event »
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 2019 Heckerling Institute on Estate Planning - Part 1

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 2019 Heckerling Institute. Some of the likely topics will include:

  • Impact of 2017 Tax Act on Estate Planning
  • Planning with Trusts
  • New Ideas for Tax Effective Charitable Giving
  • Planning with Blockchain, Bitcoin & Cryptocurrency
  • Ethics & Technology - Tools to Protect Client Security
  • Recent Cases Involving Fiduciaries
  • The Status of Transfer Tax Audits
  • Controversies in the Era of Higher Exemptions
  • Overview of Post-Mortem Planning
  • Review of How to Successful Create and Operate a Charity

This program has been approved by the BCLE of the Supreme Court of NJ for 1.5 hours of total CLE credit. (Approved CLE Courses in NJ are Recognized for CLE Credit in NY.)

 

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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