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Date / Time / Location

Wednesday, October 23, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

APA Hotel Woodbridge120 Wood Avenue South
Iselin, NJ 08830

CPE Credits

  • 8.00 CPE Credits in TX


  • $279.00 - Member
  • $379.00 - Non Member

Course Developer

While the estate and gift tax have been greatly relaxed, many clients will still require estate planning services in the current year. This course examines the fundamentals of estate planning including critical concepts in marital deduction planning, credit shelter trusts, selection and powers of trustees, and titling and funding issues. The comprehensive manual provides an in-depth analysis of will provisions, checklists, flow charts, and real-life examples.

Designed For

CPAs who advise clients in establishing an estate plan.


  • Identify what property is included in a decedent’s gross estate
  • Understand the use of trusts in an individual’s gross estate
  • Calculate gift tax and estate tax liabilities
  • Be aware of various tools and techniques for transferring property with the least tax liability


  • Analysis of legislative changes
  • Complete Code section analysis of the federal estate and gift tax
  • Marital deduction planning -- Second spouse, QTIP trusts, QDOT trusts, power of appointment trusts, and more
  • Credit shelter trusts and the applicable credit amount
  • Uses and techniques of life insurance
  • Tools and techniques in gifting to minors, spouses, and other family members, including uniform transfers (or gifts) to minors’ accounts, education trusts, §§2503(b) and (c) trusts, and more
  • Reducing taxes by charitable giving, special credits, and estate freezing techniques
  • Use of irrevocable and revocable trusts and other will substitutes
  • Impact of increasing applicable exclusion amount
  • Portability - Use of deceased spouse unused exclusion amount (“DSUEA”)
  • Regs on Estate Basis Reporting

Course Level




Advance Preparation


Additional Notes

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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Philip Herr

Philip M. Herr, CPA, Esq., PFS

Philip M. Herr is a Tax Professional with over 30 years of professional experience, having worked in public accounting firms as well as insurance companies. He is a member of the New York and U.S. Tax Court Bars, is a New York CPA, member of the AICPA and holder of their PFS designation. Philip specializes in several areas including: estate, gift, and trust planning; fiduciary taxation; estate and gift taxation; estate and trust administration, including the probate process and fiduciary accounting; all aspects of financial planning; ERISA, employer-sponsored retirement plans, IRAs, Roth IRAs, SEPs and SIMPLEs; distribution planning from qualified and non-qualified arrangements; non-qualified deferred compensation for tax-exempt organizations and for-profit companies; executive benefit arrangements and executive compensation using both equity and life insurance-based techniques; business succession planning and owner exit strategies; charitable giving and various tax-exempt entities; individual income tax including foreign reporting rules; and taxation in general. Mr. Herr has taught college at Ohio Northern University, Fairleigh Dickinson University and New Jersey City University at both the undergraduate and graduate levels, as well as in the CEBS and CFP programs sponsored by these institutions. He has conducted hundreds of webinars, webcasts, teleconferences and in-person presentations to colleagues, clients and other professionals needing CPE, CLE, and Insurance CE credits. Mr. Herr is a Magna Cum Laude graduate of the Long Island University, C.W. Post Center, Professional School of Accountancy, with a B.S. in Accounting; and a B.A. in Political Science from Long Island University, C.W. Post Center. He also holds a J.D. from the Ohio Northern University, Pettit College of Law.

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