CLE: Essentials of Estate Planning and Drafting

This CLE program will introduce the attorney to the estate planning process, including the drafting of wills, trusts, durable powers of attorney, living wills with designation of health care proxy, beneficiary designations and related documents. The attorney will be guided from the initial client interview, through the drafting of the various estate planning documents and to their execution. Tax aspects of estate planning will also be discussed, including New Jersey inheritance taxes, and U.S. generation-skipping, gift and estate taxes. While the general focus will be on New Jersey law, many of the fundamentals discussed will apply to many other jurisdictions. Questions will be allowed at any time during the seminar. Sample forms will be provided.

Speaker:
Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA
Partner
Holland & Knight LLP

CLE: NJ: 3.0 | NY: 3.0 | PA: 2.5
Newly Admitted/Transitional course
In-person and distance learning formats
Register at rutgerscle.com