Drafting Estate & Income Tax Planning in Light of Federal “Permanency” and NJ Issues

November 8, 2013
New Jersey Institute for Continuing Legal Education
New Jersey Law CenterNew Brunswick, New Jersey

9 a.m. to 1 p.m.

Jerome Deener ,Debra Hirsch and Adam Grenker will discuss estate and income tax planning concepts as well as specific drafting considerations and examples at this CLE program, including:

  • Drafting examples to achieve goals involving federal and New Jersey estate tax
  • New Jersey estate tax upon death of first spouse and drafting to permit post-mortem planning to avoid tax in spouse’s estate
  • Modifying existing “irrevocable” estate plans in light of the increased federal estate tax exemption, New Jersey estate tax exemption, and federal and New Jersey income tax considerations
  • Future planning utilizing existing estate and gift tax planning techniques, with flexibility under new estate and income tax rate structure
  • Sample gift tax returns and disclosure statements

As a bonus for seminar attendees, guests will be eligible to order the new edition of Estate Planning Strategist, authored by Jerry, Debra and Adam, at a 30% discount.

Click here for more information or to register for this course.

*Please note that there is a cost to attend.

CLE Credits

NJ CLE: This program has been approved for 4.5 credits (50 minute hour)
PA CLE: 3.5 substantive credits pending ($16 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (transitional & non-transitional): 4.5 professional practice credits
CPE: 4.5 taxation credits