Mastering the Fundamentals of Estate Planning

When:  Aug 20, 2013 from 08:30 AM to 04:30 PM (ET)
The estate and gift tax have been greatly relaxed but 2013 will require estate planning services for many clients now that the tax environment has stabilized. Examine the fundamentals of estate planning, including critical concepts in marital deduction planning, credit shelter trusts, selection and powers of trustees, and titling and funding issue. An in-depth analysis of will provisions, checklists, flow charts and real-life examples will be presented.

Location

NJSCPA Education Center
425 Eagle Rock Avenue
Roseland, NJ 07068