Estate Planning After the Tax Relief Act of 2010

November 10, 2011
Fox Rothschild LLP
Greenacres Country Club

2170 Lawrenceville Road
Lawrenceville, NJ 08648

7:30 to 8 a.m. - Breakfast and Registration
8 to 10 a.m. - Program

Late last year, President Obama signed into law the Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010 (Tax Relief Act), which reinstates the federal estate and generation-skipping transfer taxes effective for decedents dying and transfers made after December 31, 2009. The new $5 million estate, gift and generation-skipping transfer tax exemptions provide a window of opportunity for many clients and dramatically change the advice professionals have been giving to clients. Many estate plans must be re-evaluated in light of the change in the law.

Join us for a discussion on how the Tax Relief Act has impacted estate planning and how you can help your clients seize the planning opportunities and strategies presented by the Act's expanded estate, gift and generation-skipping transfer tax exemptions. We'll address:

• How estate plans have and will be affected by the Act
• The concept of portability for married couples to share estate and gift tax exemptions
• What the Act doesn't cover
• Enhanced benefit of "old" planning tools – GRATs, FLPs and FLLCs and QPRTs
• New Jersey-specific implications of the Act, where estate tax exemptions are lower than federal level


James F.X. Rudy, Esq.
Wendy Wolff Herbert, Esq.


Accountants: 2 CPE Credits
Financial Planners: 2 CFP Credits


This program is complimentary, but reservations are required. Click here to register by November 3. For questions, please contact Maria Ockenhouse (215.299.2819)