What Estate Planning Practitioners Should be Doing for Clients Now and Tomorrow

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Format/Skill Level:

Meeting

Location:

New Jersey Law Center
1 Constitution Sq. New Brunswick, NJ 08901

Date:

February 21, 2019

Time:

9:00 AM - 12:35 PM ET

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NJSBA & NJSBA Section/Committee members are eligible for special discounts - login to see your discounted rate for this program.

Included with your tuition:
- 163 page analysis of the 2019 Heckerling Institute
- 125 page powerpoint full of tips and strategies
- Other informative articles and materials

List Price: $200.00 USD

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Members

save $200.00 USD or more

Tuition:

General Tuition: $200

NJSBA Member Rate: $160

NJSBA Section Member Rate: $150

Moderator/Speaker:
Glenn A. Henkel, JD, LLM, CPA 2009 Clapp Laureate Chair, CLE Advisory Committee Past Chair, NJSBA Real Property, Trust & Estate Law Section Past Chair, NJSBA...

Tuition:

General Tuition: $200

NJSBA Member Rate: $160

NJSBA Section Member Rate: $150

Moderator/Speaker:
Glenn A. Henkel, JD, LLM, CPA 2009 Clapp Laureate Chair, CLE Advisory Committee Past Chair, NJSBA Real Property, Trust & Estate Law Section Past Chair, NJSBA Taxation Law Section Author: New Jersey Estate Planning Manual: Theory, Practice & Forms (2007,NJICLE) Editor & Contributing Author: Estate &Trust Litigation (2006, NJICLE) Editor & Contributing Author: New JerseyProbate Procedures Manual (2009) Kulzer & DiPadova, Haddonfield
Speakers include:
Richard H. Greenberg, Esq. Past Chair, NJSBA Real Property, Trust and Estate Law Section Past Chair, NJSBA Taxation Section 2011 Clapp Laureate Greenberg & Schulman, Woodbridge
Martin M. Shenkman, Esq. Martin M. Shenkman, PC, Fort Lee

About The Program:

Practical steps, including technical advice, drafting tips and practice management ideas from three practitioners as well an understandable and practical summary of the year’s top Estate Planning developments.

Looking for a way to start the year with the latest tips and strategies you need to know? NJICLE has compiled the very best of what’s new for you… both nationally and right here at home in New Jersey! Register today to hear some of the state’s leading experts present the essential highlights you need to know, with the added benefit of hearing their perspectives on how new developments will impact practice in our area. As an attendee, you’ll find out about some key changes and tactics you may have missed last year, and will walk away with fresh strategies to tackle the many challenges you face in your practice.

Designed for sophisticated attorneys, trust officers, accountants, insurance advisors, and wealth management professionals, many of the top minds in the state make plans to attend to share tips and find answers to the challenges they face.

Pick up the latest developments that you need to know in Estate Planning, includingl

• Most significant developments of 2018, and what’s on the horizon for
2019.

• Closely-held business planning- including the latest on the new
Qualified Business income tax deduction

• 2017 Tax Act: Planning to maximize basis to minimize gain.

• Estate Planning with trusts- including trustee selection.

• Charitable gifts

• Litigation and tax controversies

• Intra-family wealth transfers

• How to thrive as an estate planer without a NJ estate tax, high federal
exemptions and competition from trust companies and legal zoom.

• Planning nuggets from the Heckerling Institute to make your practice
thrive.

• What types of trusts should you be drafting, for who and why?

• INGs, DINGs, SALTy-SLATs, SLANTs and more acronyms to add to
your planning tool-kit.

• New items to add to your retainer agreements.

• New services to offer.

• Marketing your services in the new environment.

• Ethical considerations as practices evolve

• The new world of income taxation of trusts

• Planning under IRC Section 199A, the Qualified Business Deduction

• Trust modification under NJ law in light of the reduced tax concerns

• Section 199A-Qualified Business Income Deduction.

… and more!

CLE Credits:

NJ CLE information:This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.0 hours of total CLE credit

NJ CLE:	This program has been approved for 4.0 credits (50 minute hour)
PA CLE:	3.0 substantive credits pending ($12 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (t&nt):	4.0 professional practice credits

Door Registration: $240
ICEST103719

Would you like to fax your registration to us? Click here for PDF registration form.
Group Registrations: Interested in registering a group for this program? Click here for a PDF order form.
CANCELLATION POLICY: If you register & cannot attend, please notify NJICLE in writing up to 24 hours before the program to be eligible for a refund (less $20 processing fee) or, use your payment as credit toward another purchase within the next year. (Credit will expire one year from order date.)

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