Year-End Estate Planning in Uncertain Times
Date: Dec 13, 2024 9:00 a.m. – 11:30 a.m.
Location: Online
Member Price: $159.00
Non-Member Price: $199.00
Section Price: $0.00
Areas of Law: Estate Law
Earn up to 3 credits! (More Information)
Keynote
Moderator
Presenters
- Brian M. Balduzzi, Esq.
- Faegre Drinker Biddle & Reath LLP, Philadelphia
- Abbey Horwitz, Esq.
- Coughlin Midlige & Garland LLP, Morristown
- Lisa S. Presser, Esq.
- Faegre Drinker Biddle & Reath LLP, Princeton
This brand-new seminar will explore estate planning considerations for individuals and families in 2024. The program will focus on proactive planning given a client’s goals and objectives, rather than reactive planning guided by federal politics or economic tailwinds.
Topics may include:
- Charitable and annual gifting, either outright or in trust;
- Utilizing the federal estate tax exemption amount, indexed for inflation;
- Performing an estate planning “audit” and review; and
- Planning for a declining interest rate environment.
Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.
Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.
Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.
Media Consent:
By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.
Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/