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Wednesday, May 1, 2013 LiveMiddlesex/Somerset Chapter

Estate Planning - What's New & What Now (E1305149)

8:15 AM - 10:00 AM EDT

Registration: 7:30 AM EDT

Fairbridge Hotel and Convention Center (formerly Somerset Holiday Inn)

195 Davidson Avenue
Somerset , NJ 08873

2 CPE Credits in CS

OVERVIEW

Special thanks to our event sponsor Emerald Financial Resources.

BENEFITS

Earn 2 CPE credits in Consulting Services.

HIGHLIGHTS

Estate Planning in 2013 under ATRA
Now that we have averted the Fiscal Cliff, where do we go from here? The American Taxpayer Relief Act of 2012 was signed into law on January 2, 2013, and has finally provided a degree of certainty regarding the federal transfer tax system. How will your clients’ estate plans be affected? What (if anything) should be done differently? How may Sequestration affect strategies currently used in estate plans?

SPONSORED BY



COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$50 at the door. Season Pass holders must register for each event.

INSTRUCTOR

Neel Shah

Neel Shah, J.D., CEPA, CFP®

Trusts & Estate Attorney | Financial Planner | Wealth Management

Shah Total Planning, LLC

Read bio

PRICING

$40.00 - Member

$40.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

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