What's Hot and What's Not…..In Estate Planning, Life Insurance and Financial Planning (2015)
NJ CPE: 2.0 credits
CFP: 2.0 credits Program Name: What's Hot & What's Not in Estate, Financial, Business Planning, Program ID: 215259
NJ Insurance - 88896738 "WHAT'S HOT AND WHAT'S NOT " IN ESTATE, FINANCIAL, BUSINESS & ELDER LAW PLANNING 2.0 credits
NJ CLE - 2.0 credits WHAT'S HOT AND WHAT'S NOT -- IN ESTATE PLANNING, LIFE INSURANCE AND FINANCIAL PLANNING #53
This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit. Of these, 0.00 qualify as hours of credit for ethics/professionalism, and 0.00 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.
Please note registration begins at 11:30 am and the meeting will start promptly with lunch at 11:45 am.
ALAN A. DAVIDSON
Alan A. Davidson is a founding member of Davidson, Sochor, Ragsdale & Cohen, LLC, specializing in tax, estate and business matters. His practice includes Estate Planning and Administration, Individual and Corporate Tax Planning, Business Agreements (including Stockholder, Partnership and Operating Agreements, Employment and Deferred Compensation Agreements) as well as purchases and sales of closely-held businesses.
Mr. Davidson was a 1971 honors graduate (in Economics) from Rutgers University and in 1974 received his J.D. (with honors) from Rutgers Law School. He also was awarded a Masters of Law in Taxation (LLM) from New York University in 1977.
Mr. Davidson is a member of the Bergen County and Northern New Jersey Estate Planning Councils and a member and past president of the Greater New Jersey Estate Planning Council. He is a frequent lecturer on estate, business and tax matters and has authored several publications including “Using QTIP Trusts in Planning Elective Share Bequests,” which was published in the New Jersey Law Journal. He has also co-authored an ICLE publication entitled “Sophisticated Estate Planning: Using the Tax Laws to Your Client’s Advantage.”
In addition to estate, tax and corporate matters, his firm also handles real estate and commercial transactions as well as commercial and estate litigation. The firm also has cooperative arrangements with local firms to help clients with personal injury and matrimonial matters as well as bankruptcy, employment matters and general litigation.