Estate Planning for Individuals Worth Less than $10 million
8:00AM - 8:30AM BREAKFAST & NETWORKING
8:30AM PROGRAM BEGINS
10:15AM PROGRAM ENDS
PLACE: The Madison Hotel, One Convent Road, Morristown, NJ 973-457-4639
Individuals with less than $10 million of wealth may or may not face estate tax on their property at death, but they need as much careful estate planning as those with more. In fact, traditional estate tax planning often produces additional non-transfer tax benefits, including asset protection, careful management of wealth and entitlement to government benefits in some cases. In fact, a good case can be made that the need for planning is greater for those with more modest wealth than for the super rich. This presentation will cover several important areas of planning for those of moderate wealth from the role of life insurance to IRA/qualified plan planning to portability options to avoiding state and local income taxes.
Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.
This program is pending approval by the Board of Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law and/or matrimonial law.
CFP and CPA continuing education credit will also be offered for this presentation
PLEASE RSVP BY MONDAY, SEPTEMBER 21, 2015 to:
website - www.epcnnj.org
email: lanahan@verizon.net
fax: 973-543-1434
mail: EPCNNJ PO Box 373 Mendham, NJ 07945
