GREATER NEW JERSEY ESTATE PLANNING COUNCIL

The Best Estate, Tax, and Asset Protection Planning Strategies, Techniques, and Ideas for 2022 and Beyond!

Date: Wednesday, June 15, 2022

Time: 9:00am - 11:00am

Location: Zoom

Speaker: Daniel S. Rubin, Esq.

Please note this is a Zoom Webinar Event

You will need to complete 2 registrations (see the end of the document)

It is that time of year again – summer is here – and every June brings the Greater New Jersey Estate Planning Council Annual Special Estate Planning Event! We are extremely excited for this year’s event, and it will be bigger and better than ever!

For the past several years, we have been dealing with unprecedented times in the world of estate and tax planning. We have heard about sunsets, claw-backs, reduced exemptions, carry-over basis, potential attacks on grantor trusts, GRAT’s, and note sales, and more! In the face of uncertainty and fears of coming tax law changes, how do we plan for our clients. The GNJEPC is very excited and very proud to have none other than Daniel Rubin, Esq., as our speaker for this very special event. Daniel Rubin’s is one of the leading tax, trust, estate and asset protection attorneys in the United States. His practice concentrates on domestic and international tax, estate, and asset protection planning for high-net-worth individuals and their families.

Daniel is a member of ACTEC, and a distinguished presenter to various professional groups across the country. He has authored numerous articles on estate and asset protection planning matters for expert and scholarly publications. Daniel has presented on the national stage innumerable times, at the most prestigious national forums, including the Heckerling Institute on Estate Planning several times. Daniel is a Trust & Estates partner in Farrell Fritz, P.C. – an almost fifty-year-old, prestigious, and dynamic Long Island based law firm – where he practices out of their NYC office. Prior to joining Farrell Fritz, Daniel was a partner at Moses & Singer LLP in NYC. Daniel has been named as one of The Top 100 Private Client Attorneys in the United States by Worth Magazine, and has been named as one of America’s Best Lawyers by numerous organizations and publications.

This is going to be a DON’T MISS event! You will hear the best of the best, from one of the best, so that you can properly advise and plan for our clients. Flexibility will be more important than ever. Utilizing trusts, and how they are structured, and the timing of when and how they are funded, will be more critical now than ever before. Daniel is going to bring his best to us, and we will get his best thinking that he brings to his clients every day. Come here the best ideas, strategies, and techniques for tax, estate, and asset protection planning, from one of the best of the best in the country!

This is our last event for the 2021-2022 council year, and it will be our best event! We will begin our 2022-2023 council year as we always do, with our annual kick-off event in September. We are hoping to begin the coming year in September with “hybrid” meetings – offering both a live and a web/virtual option! For current members, we hope you renew your membership and join us for what will be our best and most exciting year ever! For our guests, friends, and associates of members, etc., we hope you will join our council. Between our content, programming, and speakers, and with our council offering more events than any other Tri-State area estate planning council – we feel you will agree that the Greater New Jersey Estate Planning Council offers the most value and the best programming! Join us!!! Check our website for even more membership benefits!

REGISTRATION INSTRUCTIONS:

1. First, register at: https://www.eventbrite.com/e/the-best-estate-tax-and-asset-protection-planning-strategies-for-2022-tickets-343193851047 to reserve your ticket and to let us know your CE requirements.   

NOTE: If you have not renewed for the 2021-22 season, please purchase a non-renewed member ticket or renew your membership ASAP.

2. Next, please register for the Zoom Webinar at: https://us02web.zoom.us/webinar/register/WN_8P3AoPAwRZ-o5hFGNVKhGQ

3. After you RSVP for the Zoom webinar in step 2, you will be sent a reminder with instructions on how to attend the webinar on the day of the event.

Applications are pending for 2.0 continuing education credits for CFP, NJ CLE, and NJ CPE. If you wish to receive CE credits, you must provide the necessary license information, and you must attend the full course.