Print Page   |   Register
Community Search
Jan 31 Estate Planning Dinner CLE
Map this EventMap this Event Tell a Friend About This EventTell a Friend
 

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
908.963.5463

« Go to Upcoming Event List  

Greater Middlesex Somerset Estate Planning Council & MCBA

 

present

 

Review of 2019 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 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/jayne.kredatus@gmail.com.

more Latest News
There are currently no news items posted.
more Calendar

1/23/2019
Jan 23 Annual Family Law CLE & Dinner Meeting

1/28/2019
Jan 28 Mun Ct CLE Seminar

1/29/2019
Jan 29 Tax Law CLE Seminar

Featured Members

Online Surveys

MCBA Partners

Association Management Software Powered by YourMembership  ::  Legal