Events Search
  Summary & Check Out (0)
Wednesday, May 7, 2025 In-personAtlantic/Cape May Chapter

Estate Planning (E2505189)

8:30 AM - 10:30 AM EDT

Registration: 7:30 AM EDT

Atlantic City Country Club

One Leo Fraser Drive
Northfield , NJ 08225

2 CPE Credits in TX

OVERVIEW

The program will focus on strategies to secure and lock in the estate credit before nearly 50% of it expires at the end of 2025 (or a later date if current law is extended).

DESIGNED FOR

CPAs in public accounting

BENEFITS

Advance your knowledge of the latest updates in estate tax planning

HIGHLIGHTS

This session will cover a range of strategies, including spousal lifetime access trusts (SLATs), intentionally defective grantor trusts (IDGTs), qualified personal residence trusts (QPRTs), irrevocable life insurance trusts (ILITs), beneficiary defective inheritance trusts (BDITs) and others. It will also explore related topics such as estate and income tax considerations (including balancing basis step-up versus estate tax savings, as well as the grantor versus non-grantor status of trust techniques), along with planning for generation-skipping taxes.

COURSE LEVEL

Basic

INSTRUCTORS

Courtney Dolaway

Courtney E. Dolaway
(4.9)

Flaster/Greenberg, PC

Read bio

Steven Poulathas

Steven S. Poulathas
(5.0)

Flaster/Greenberg, PC

Read bio

Alan Zuckerman

Alan H. Zuckerman, CPA, J.D.
(5.0)

Attorney

Flaster/Greenberg, PC

Read bio

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form