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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?

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

Neel Shah is the founder and managing partner of Shah & Associates, P.C. His law practice is concentrated in all aspects of wills, trusts and estate planning with an emphasis on business law. Represented clients range from individuals and families seeking to protect their legacy for current and future generations all the way to established corporations, LLCs, individual entrepreneurs and start-up ventures. Clients value Mr. Shah’s diverse training and expertise across the business, real estate and wealth-planning law disciplines. He foresees and implements business succession techniques for his corporate and individual clients as they initiate different stages of their business ventures. Additionally, Mr. Shah provides relevant estate planning and asset protection strategies for business and real estate investors so their actions do not jeopardize their family’s wealth. Mr. Shah is admitted to the bars of New Jersey, New York, Pennsylvania and the District of Columbia. He is a graduate of Penn State University and the Benjamin N. Cardozo School of Law, Yeshiva University .

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

AREAS OF INTEREST