Fundamentals in Generations Skipping Transfer Tax – Basics in Planning

Date: Nov 10, 2026 12:00 p.m. – 2:00 p.m.

Location: Online

Member Price: $145.00

Non-Member Price: $179.00

Event Code: I424526

Areas of Law: Taxation

Earn up to 2.4 credits! (More Information)

Faculty

Featured Speaker

Moderator

Presenters

I. Richard Ploss, Esq.
Morristown

The generation-skipping transfer (GST) tax rules present complex challenges for New Jersey estate planning attorneys. Register today for this essential program to tap into the latest strategies you need to know from some of the state's leading experts, so that you can confidently navigate even the most complex matters that come your way. As an attendee, you will learn the fundamentals of GST tax planning, and how to apply them to get the best results in the matters you handle. Over presentations during this webcast, our panel will demystify these rules so you can better protect client wealth.

Building on those basics, the panel will detail how to avoid the costly compliance pitfalls that arise in generational transfers. You will learn how to incorporate these tax rules into your planning so you can take on these cases with confidence. You will come away with the strategies you need to address these issues and expand your estate planning practice.

Learn the latest strategies for getting the best results in generation-skipping transfer tax planning and wealth protection, including:

  • The fundamentals of the generation-skipping transfer tax.
  • How to protect your clients' wealth across multiple generations.
  • Your responsibilities in navigating GST tax requirements.
  • Strategies to avoid costly compliance pitfalls in your estate planning practice.

Join us for this program - register today.

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.4 hours of total CLE credit (Full Credits Available: NJ General: 2.4).
NY CLE (t&nt):NY Professional Practice Transitional: 2.0
PA CLE:PA Substantive Credit: 2.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

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Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/