The Best Estate and Tax Planning Ideas -- and Recent Developments & Hot Topics

Program Description:  

We are very excited and proud to have none other than Sam Donaldson, J.D., LL.M., as our guest speaker for our Greater New Jersey Estate Planning Council Special Estate Planning Breakfast Event on June 8, 2016. Sam Donaldson needs no introduction. Sam has been the most popular and certainly the most entertaining speaker at Heckerling, and nationwide, for many years. He is a nationally known expert and speaks on a variety of estate, gift/wealth transfer, and income tax planning topics. Sam is considered to be the expert’s expert. While Sam is a Law Professor at Georgia State University Law School, what many people don’t know is that Sam is Special Counsel to the law firm Perkins Coie, LLP. So not only is he an expert, but he is in the trenches as well, and he practices what he preaches so to speak. Sam travels the country and works with, and hears from the best of the best in our industry – and he is certainly at the top of anyone’s best of list. So we have asked Sam to come to NJ and speak about a topic he has very rarely spoke about before – his best ideas for 2016 and beyond, for small, mid-size, and large estates. This will not be some typical book-study, esoteric presentation. You will hear the very best ideas from one of the very best in the business.

This is a don’t miss event! Sam will also talk about recent developments, new rulings, regulations and any new and big cases. However, you will leave this event with practical and profitable ideas that you can put to work in your practice and for your clients right away. Whether you are an attorney, an accountant, or financial advisor, you are going to get the best of the best ideas from the premier expert in the US.

Please register early as seating is limited. Thank you and we look forward to seeing you for breakfast on June 8, 2016.

Program Schedule: 

7:30 a.m. Registration and Breakfast

8:15 a.m. - 11:00 a.m. Presentation (includes mid-morning break)