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Jan 31 Estate Planning Dinner CLE
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Review of 2019 Heckerling Institute on Estate Planning

 Export to Your Calendar 1/31/2019
When: Thursday, January 31, 2019
5:30 PM until 8:00 PM
Where: Map this event »
Fiddlers Elbow Country Club
811 Rattlesnake Road
Bedminster, New Jersey  07921
United States
Contact: Jayne C. Kredatus

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Greater Middlesex Somerset Estate Planning Council & MCBA




Review of 2019 Heckerling Institute on Estate Planning


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.)


Registration is through the Greater Middlesex/Somerset Estate Planning Council


To RSVP: RSVP Form or contact Jayne Kredatus @ 908.963.5463/

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