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What’s Hot and What’s Not in Financial Planning, Estate Planning, Business Planning, Life Insurance Planning, and More!
What's Hot and What's Not in Financial Planning, Estate Planning, Business Planning, Life Insurance Planning, and More!
Date: Wednesday, November 15, 2023
Time: 11:45 am – 1: 45 pm
LIVE EVENT ONLY!
Location: The Brick House (179 Godwin Ave.; Wyckoff, NJ)
Speaker: Alan Davidson, Esq.; Partner, Avelino Law LLP
Only once since the pandemic have we held one of our most popular events… What’s Hot and What’s Not…with none other than Alan Davidson, Esq. As I am sure many of you remember, this annual event has always been one of our most popular and widely attended events! Rightfully so, as it’s always been extremely informative and a great event! The big news is that WE ARE BACK – ALAN IS BACK – AND WE ARE LIVE AT THE BRICK HOUSE! This is a LIVE ONLY EVENT!
Alan Davidson, Esq., is not just a long-time member of the Greater New Jersey Estate Planning Council but is also a Past President. He always has a great deal of very recent developments and updates, and he always presents on the hottest and most interesting topics and techniques. Alan’s presentation will educate us and bring us up to speed on what’s hot and what’s not – not just for the past year, but for today, and moving forward! Alan always educates and entertains the audience with great information, ideas, and very interesting and thought-provoking topics. If you’ve attended in the past, you know this is one of the most informative – and interesting – events we offer during the year!
Alan Davidson, Esq. is well known in the NJ arena and is one of the leading practitioners in the field. Alan is also one of the most respected and most well-liked professionals in our industry. Alan provides his clients with exceptional counsel and support across a wide range of practice areas including estate planning and administration, individual and corporate tax planning, business agreements (including stockholder, partnership and operating agreements, employment and deferred compensation agreements) and purchases and sales of closely-held businesses. Alan is adept at unraveling even the most complex probate and intestacy matters. His extraordinarily varied background in tax law and trusts & estates allows Alan to find creative solutions that protect his clients’ interests.
Alan is a “Super Lawyer” listing recipient since 2019, and a member and past president of the Greater New Jersey Estate Planning Council (GNJEPC). Alan has been awarded the Accredited Estate Planner® Designation (AEP) from the National Association of Estate Planners & Councils and is a frequent lecturer on estate, business and tax matters to both professional and lay organizations. Alan has authored several publications including “Using QTIP Trusts in Planning Elective Share Bequests,” which was published in the New Jersey Law Journal. Additionally, Alan co-authored “Sophisticated Estate Planning: Using the Tax Laws to Your Client’s Advantage” published for the Institute for Continuing Legal Education (“ICLE”).
Alan will cover a great deal of everything, from big tax court cases to laws and legislation, recent developments, new and exciting strategies and techniques, what’s going on in NJ, the good, the bad and the ugly – in the world of estate and gift-tax planning, financial, elder care, insurance and business planning. Alan always picks the most current and germane topics and educates the audience so that everyone is aware of the most important things going on in our industry.
This is a don’t miss and can’t miss event – so register early as seating is limited and this event always sells out!
REGISTRATION INSTRUCTIONS:
NOTE: If you have not renewed for the 2023-24 season, you will need to purchase a non-renewed member ticket or renew your membership ASAP.
Applications are pending for 2.0 continuing education credits for CFP, NJ CLE, and NJ CPE. If you wish to receive CE credits, you must provide the necessary license information, and you must attend the full course.
