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Jan 30 Estate Planning Dinner CLE
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Review of 2019 Heckerling Institute on Estate Planning

 Export to Your Calendar 1/30/2020
When: Thursday, January 30, 2020
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
908.963.5463

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Greater Middlesex Somerset Estate Planning Council & MCBA

 

present

 

Review of 2020 Heckerling Institute on Estate Planning

 

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 this year’s annual conference. Some of the topics will include:

  • The Clawback Regulations: The Basics, Not-So-Basics and Planning
  • Tax Effecting for S Corporations in Light of Kress and Jones
  • State Income Taxation of Trusts - Kaestner and Beyond
  • Creative Planning to Obtain Basis
  • Powell: Unwarranted Estate Inclusion and How to Avoid It
  • The Secure Act and Other Impending Legislation
  • The Worst of the Worst - The Disaster of the Giants, Jets, Knicks and Devils 

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

 

Registration is through the Greater Middlesex/Somerset Estate Planning Council

 

To RSVP: RSVP Form or contact Jayne Kredatus @ 908.963.5463/jayne.kredatus@gmail.com.

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