Flexible Estate Planning: Strategies That Work
West Orange, NJ
9 a.m. to 1 p.m.
Current estate planning requires flexibility, an ability to generate New Jersey and federal estate tax savings where appropriate and a view toward maximizing income tax benefits for clients through basis management.
This program is designed to cover practical issues facing the financial planner that require both flexibility and ingenuity in light of the $5,340,000 federal exemption, the New Jersey $675,000 estate exemption and the maximum 25 percent capital gains income tax rates.
Specific drafting examples will be distributed and discussed to achieve client goals. Other planning opportunities set forth in the Estate Planning Strategist (Fourth Edition) will be outlined and discussed.
As a bonus for attending, guests will receive 30% off the Estate Planning Strategist (Fourth Edition) by Jerome Deener, Adam Grenker and Debra Hirsch. This treatise has been updated with new materials and forms to enable tax practitioners to counsel clients and prepare documents in light of 2012 estate law changes.
NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.5 hours of total CLE credit.
Please note that there is a fee to attend this seminar.
For questions or more information, please call 732.214.8500.