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)

Date: Wednesday, February 8, 2017
Time: 11:30am - 1:45pm
Location: SEASONS - Washington Township, NJ
Speaker: Martin M. Shenkman, Esq.; Martin M. Shenkman, P.C. & Richard Greenberg, Esq.; Greenberg & Schulman

While Heckerling reviews are very common this time of year – this one is not! Martin Shenkman, Esq. and Richard Greenberg, Esq., have done a comprehensive review of the Heckerling Institute On Estate Planning for the Greater New Jersey Estate Planning Council for many years. This is one of our premier annual events. However, given the current political, economic, and legislative landscape – this year we have asked the famous tag-team of Shenkman and Greenberg to do something different. For those who were in Orlando at Heckerling just a few weeks ago, and for those who weren’t, there were several very distinct, prevalent and critical topics – discussion of estate tax repeal, carry-over basis, new planning ideas, 2704 regulations, and more. Just one of the major takeaways was to incorporate flexibility and options into your estate planning strategies. The leading experts in the country talked about escape hatches, exit strategies, and how it is now mandatory to have flexibility in all of our client’s estate plans!

So, how do we as professionals do that? How do we plan for our clients, with so much uncertainty and so many unknowns. Now there is a new President in the White House. We have a unified House and Senate. What’s new? What’s different? What should we be doing for our clients – and for our practice – now?

Come to this don’t miss event and hear two of the sharpest minds in the industry give a comprehensive Heckerling review – and more important, hear the best ideas that came from the entire week.

Program Schedule:

11:30am -- Registration Opens/Networking

11:45am -- Lunch Begins

12noon -- Program begins

1:45 -- Program concludes



Continuing Education:

2.0 credits NJ CPE approved A Review of the 2017 Heckerling Institute on Estate Planning

2.0 credits NJ Insurance Course # 88898671  Heckerling Review - A Review of the 2017 Heckerling Institute for Estate Planning (General/Classroom)

2.0 credits “Review of the 2017 Heckerling Institute Conference on Estate Planning” (Program ID 234915)


“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.”

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