What Your Clients Need To Know About Financial, Income Tax, Gift and Estate Tax Planning

April 25, 2013
Fox Rothschild LLP

Roseland, NJ

8:30 to 9 a.m. – Registration & Breakfast
9 a.m. to Noon – Program

Please join us for a complimentary seminar on tax planning changes in light of the 2012 Federal Tax Act designed specifically for accountants, attorneys, financial planners and life underwriters. A sampling of items we'll cover include:

  • Maintaining control and enjoyment of assets while reducing federal and
    state tax.
  • New portability rules require significant professional attention to estates with assets of between $5 and $20 million.
  • $5,250,000 federal exemption requires professional's attention to planning in states that have decoupled from federal exemption (New York and
    New Jersey).
  • New estate tax exemptions may offer income tax benefits to owners of business interests (partnerships, LLCs and corporations) by intentionally opting for estate tax inclusion and related basis step-up.
  • Last call for traditional planning techniques in larger estates?
  • Drafting techniques and design of trusts for flexibility and accommodation of client objectives following the 2012 Tax Act.
  • Income tax planning for trusts and estates in light of 43 percent maximum tax bracket on income over $11,000.


Jerome A. Deener
Debra T. Hirsch
Adam M. Grenker


This program will be presented live in our Roseland, NJ office and simulcast to our offices in:

Atlantic City, NJ
Blue Bell, PA
Exton, PA
New York, NY Philadelphia , PA
Pittsburgh, PA
Princeton, NJ
Warrington, PA Washington, DC
Wilmington, DE


If you would like CLE credit, please include your bar admission(s) and attorney identification number(s).
• California CLE 2.5 General
• Delaware CLE 2.5 General (Pending)
• Florida CLE 2.5 General (Pending)
• Nevada CLE 2.5 General (Pending)
• New Jersey CLE 3.0 General
• New York CLE (Reciprocal) 3.0 PM - Non-Transitional
• Pennsylvania CLE 2.5 Substantive

This course has also been approved for 3 CPE credits.


Click here to register for this event.

For questions or more information, please contact Maria Ockenhouse at 215.299.2819 or e[email protected].