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Apr 28 - 2020 Heckerling Institute Update - Part 3
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Review of 2020 Heckerling Institute on Estate Planning - Part 3

 Export to Your Calendar 4/28/2020
When: Tuesday, April 28, 2020
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

Online registration is available until: 4/27/2020
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Review of 2020 Heckerling Institute on Estate Planning - Part 3



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 conclude his presentation highlighting this year's annual event. Some of the likely topics in Part 3 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 Basics
  • 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. (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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