Past Events

June 13, 2018 A New Paradigm, And A New Mindset In Estate Planning
May 23, 2018 What’s Hot and What’s Not . . . In Estate Planning, Life Insurance, Financial, Elder, and Business Planning
April 25, 2018 STEP OUT of your comfort zone and take your practice to the next level...
March 14, 2018 Financial and Elder Abuse: Protecting our elderly, senior, and aging clients from the known, the unknown, and the likely and sometimes unlikely predators
February 14, 2018 A Review of The Best of The 2018 Heckerling Institute on Estate Planning
January 17, 2018 The Ultimate in Planning for the Business-Owner Client
November 8, 2017 The Art of Decanting, and NJ which doesn’t have a decanting statute – opportunities and options for professionals and clients
October 18, 2017 What’s New In Retirement/Distribution Planning and Roth IRA’s for 2017 and Beyond…Using Trusts with Retirement Plan Assets
September 13, 2017 A Capital Markets and Economic Outlook
June 14, 2017 The Best Estate and Tax Planning Ideas...And How to Explain Them and Get Clients to Implement Them
May 10, 2017 What’s Hot and What’s Not . . . In Estate Planning, Life Insurance, Financial, Elder, and Business Planning
April 19, 2017 Are Your Clients Leaving NJ, NY, CT to Take Themselves and Their Trusts to Warmer Tax Climates?
March 8, 2017 The "Other Side" of Estate Planning....Legacy Planning....What is it...Why it's Important...How to Live and Leave your Legacy
February 8, 2017 Heckerling Review – A Review of the 2017 Heckerling Institute on Estate Planning...Section 2704 Regulations, discounts on wealth transfers, President Trump, what's new, what's next? (Lunch Meeting at Seasons)
January 18, 2017 The NJ Uniform Trust Code…what is really new, what has really changed...and what does it mean for us and our clients
November 9, 2016 Creative Education Planning For The High-Net-Worth and Estate Planning Client
October 5, 2016 What’s New In Retirement/Distribution Planning and Roth IRA’s for 2016 and Beyond…Using Trusts with Retirement Plan Assets
September 29, 2016 Greater New Jersey Estate Planning Council Cocktail Party
September 14, 2016 A Capital Markets and Economic Outlook for 2016 and Beyond, and “The Election”
June 8, 2016 Special Estate Planning Breakfast Event
April 20, 2016 Charitable Planning in the New Estate Planning World – why you must include charitable planning into your practice and your planning process
March 9, 2016 The Softer Side of Estate Planning – Intra-Generational and Intra-Family Planning, Family Governance and Dynamics – how to “transfer” more than just assets
February 10, 2016 Heckerling Review – A Review of the 2016 Heckerling Institute on Estate Planning/University of Miami Law School
January 20, 2016 NEW JERSEY ELDER CARE AND SPECIAL NEEDS PLANNING UPDATE - What's New, Recent Developments
December 9, 2015 Retirement Planning Ideas You Might Never Have Thought Of
November 11, 2015 Learning about Long Term Care ... LTC 101 – The Basics
October 21, 2015 Recent Developments and What’s New in Valuations and Valuation Discounts
September 9, 2015 A Capital Markets and Economic Outlook . . . what lies ahead for the capital markets and the economy, for 2016 and beyond
June 3, 2015 The Best Estate Planning Strategies and Techniques for 2015 and Beyond: Running the Basis
May 13, 2015 What's Hot and What's Not…..In Estate Planning, Life Insurance and Financial Planning (2015)
April 22, 2015 Using Another State’s Trust Laws to Enhance your Practice (WEBINAR)
March 11, 2015 End of Life Strategies from Elder Law to Hospice
February 11, 2015 Heckerling Review - A Review of 2015 Heckerling Institute on Estate Planning / University of Miami Law School
January 21, 2015 Charitable Lead Trusts -- The Most Overlooked, and Most Powerful Gift & Estate Planning Technique
December 10, 2014 Business Succession Planning and Buy/Sell Agreements
November 12, 2014 Retirement/Distribution Planning and Roth IRA's for 2014, 2015 and Beyond
October 23, 2014 Estate Planners Day 2014 - Estate Planning Council of Bergen County, Inc
October 8, 2014 The "First Asset Protection" Every Client Must Do…Property/Casualty Insurance for the High Net-Worth, Affluent Estate Planning Client
September 10, 2014 A Capital Markets and Economic Outlook… What Lies Ahead for the Capital Markets and the Economy, for 2015 and Beyond
June 11, 2014 SPECIAL YEAR-END EVENT - The Best Estate Planning Techniques and Strategies for 2014 and Beyond with JONATHAN BLATTMACHR, ESQ
April 16, 2014 The Paradigm Shift In Estate Planning: The ATRA Math Planning After The American Tax Relief Act
March 5, 2014 Macro-Economic Estate Planning -- Considerations in the Use of Life Insurance in the Estate Plan
February 19, 2014 A Heckerling Review - a review of the 2014 Heckerling Institute on Estate Planning/Univ of Miami
January 8, 2014 US Estate and Gift Taxation of Non Resident Aliens
December 11, 2013 Understanding Social Security - Helping to Secure Your Clients' Retirement, and Transforming Social
November 6, 2013 Retirement Distribution Planning and Roth IRA Planning for 2013 and 2014, and Beyond
October 16, 2013 From Romance to Ruin....Estate Planning Issues Before, During and After Divorce
September 11, 2013 A Capital Markets and Economic Outlook
May 8, 2013 What's Hot and What's Not 2013
April 17, 2013 A General Tax Update - And The New Jersey Estate Tax and Portability
March 13, 2013 Estate Planning For Same Sex Marriages, Domestic Partners, Civil Unions and Non-Traditional Families
February 13, 2013 Planning for Chronic Illness -- Followed by 2013 Heckerling Review
January 9, 2013 Long Term Care for the Affluent High Net Worth Client
December 12, 2012 Estate Planning Essentials and Annuities
November 14, 2012 Retirement Distribution Planning and Roth IRA Planning for 2012, 2013 and beyond
October 25, 2012 Estate Planners Day 2012
October 10, 2012 Charitable Lead Trusts - The time has truly come...
September 12, 2012 A Capital Markets and Economic Outlook . . . Looking Beyond the Recession
June 13, 2012 What's Hot and What's Not in Estate Planning for 2012
May 23, 2012 EPCNNJ EVENT - The Art of Donating Your Cake to Your Family and Eating it Too
May 9, 2012 Estate Planning Through An Asset Protection Lens and Using Flexible Trusts
April 11, 2012 The Fine Art of Designing Estate Planning Tools & Techniques/Psychological Side of Estate Planning
March 20, 2012 FPANJ Dinner Meeting - Discovering Memory Power / Knock out Networking
March 14, 2012 Financial and Planning Issues For The Female Client
February 15, 2012 FPANJ Event - "The Hidden Secrets of Veterans Benefits
February 8, 2012 Non-Qualified Executive Benefits/Business Planning & Life Insurance Inside a Qualified Plan
January 11, 2012 Elder Law and Elder Care Planning -- A Practical Overview
December 14, 2011 Retirement Accumulation and Distribution Planning - The Preservation Trust
November 9, 2011 Charitable Planning...Why you need and how to incorporate Charitable Planning into your practice
October 26, 2011 FPANJ October 26th Conference
October 20, 2011 Bergen County Estate Planners Day
October 12, 2011 Special Needs Planning and Special Needs Trusts
September 14, 2011 Q3 Investment Themes & Market Outlook
June 8, 2011 Estate Planning Strategies During the 2011-2012 Window
May 11, 2011 What's Hot and What's Not
April 13, 2011 The Beneficiary Controlled Dynasty Trust: Creditor Protection and Estate Tax Savings
March 9, 2011 Estate Planning and Divorce - A Good Marriage?
February 9, 2011 A Heckerling Review - from the Heckerling Institute on Estate Planning, January 2011, Orlando, FL
December 8, 2010 Beyond the Basics - Tax and Retirement Planning for Business Owners
November 10, 2010 Risk Management for the High Net Worth Client
October 13, 2010 Distribution Planning from Qualified Retirement Plans and IRAs
September 15, 2010 Where Do We Go From Here? Beyond the Great Recession
June 9, 2010 Estate Planning in 2010
May 12, 2010 What's Hot and What's Not
March 10, 2010 An Introduction to Life Settlements and the Current Landscape
January 13, 2010 The Taxation of Art and Collectibles Revisited.
December 9, 2009 “Estate Planning Without a Net. Toxic Assets, Deflation, Low-Interest Rates and
November 11, 2009 Valuations - Valuations of Family Limited Partnerships, Family Limited Liability Companies, etc.
October 14, 2009 The 10 Major Errors in Planning for Retirement Benefits - The Do's and Don't's for Retirement Planni
October 14, 2009 Not Specified
September 16, 2009 The Economy
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