Ash Ahluwalia, MBA, NSSA, CSSCS, CFP President, National Social Security Partners, LLC (New Brunswick)
Andrew DeMaio, Esq. Past Chair, NJSBA Real Property Trusts & Estate Law Section Board of ConsultorsNeff Aguilar, LLC (Red Bank)
Many issues that arise in a practice involving wills, trusts, and estates fall somewhere in between the basic “mom and pop” will or independent estate administration and the more sophisticated matters such as GRIT’s and GRAT’s. The goal of this course is to offer practitioners practical advice on how to dissect a will, so that you will be able to recognize (and avoid) the deficiencies of the Office Max or Legal Zoom form wills. For those with a probate practice, the course will cover from head to toe the still very common heirship proceeding, and will also address the sometimes difficult task of collecting assets in the administration of estates, including one talk devoted specifically to handling real estate in planning and administrations. For those whose practice is more geared to estate planning, the course will address marital property agreements and dealing with international assets. In addition, the course will address the ever-growing area of tax, special needs and incapacity planning.
This course, taught by experienced trust and estate practitioners and educators from around the country, features carefully selected, sophisticated topics that focus on the latest developments in the federal estate tax while providing the information and tools you need to better serve your clients. With a smaller classroom environment, those who attend Advanced Estate Planning Techniques in person will have many opportunities to get their pressing questions answered by the faculty and to network with like-minded colleagues.
NY CLE (t&nt):
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