Year-End Estate Planning in Uncertain Times
Category: On Demand
Member Price: $200
Non-Member Price: $250
Product Code: ON158724
Areas of Law: Estate Law
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 3 hours of total CLE credit (Full Credits Available: NJ General: 3.0). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 3.0 |
| PA CLE: | PA Substantive Credit: 2.5
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. |
Faculty
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.