Past Events

January 23, 2019 The FIRST and BEST Review of The 2019 Heckerling Institute on Estate Planning
November 29, 2018 The Intersection of Estate Planning and Divorce
October 25, 2018 Estate Planners Day 2018 - Death and Giving: Considerations and Insight for Estate Planners
September 20, 2018 2018 Mid-Year Outlook - A New Narrative Emerges
June 14, 2018 Annual Meeting and Member Golf Outing
May 10, 2018 Updates and Changes in Pension and Retirement Planning 2018
March 1, 2018 ARTful Planning: Planning for Tangible Assets, Including Fine Art, Decorative Art and Collectibles
February 14, 2018 A Review of The Best of the 2018 Heckerling Institute on Estate Planning
November 30, 2017 Sex, Drugs & Rock ‘N Roll: Family Business Lessons from Metallica
October 26, 2017 ESTATE PLANNERS DAY 2017 - The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability
September 27, 2017 Capital Markets and Economic Update - A Tale of Two Cities - The Best of Times, The Worst of Times
June 7, 2017 Annual Meeting & Member Golf Outing
May 11, 2017 Family Integration: Clients Think They Have It; Advisors Think They Deliver It; Most Are Wrong
April 27, 2017 Member Social at Ridgewood Country Club
February 23, 2017 Bring It On Home - Transferring Wealth to US Beneficiaries
January 26, 2017 Heckerling Institute Annual Review 2017
December 1, 2016 Economic and Investment Outlook
October 20, 2016 Estate Planners Day 2016 - THE BIG PAYDAY
September 22, 2016 Intergenerational Split Dollar, The Impact of The Morrissette and Levine cases
June 9, 2016 Annual Meeting & Member Golf Outing
May 19, 2016 The NJ Uniform Trust Code
February 25, 2016 “Mediation of Civil, Probate and General Equity Matters “
January 28, 2016 Heckerling Update 2016
December 1, 2015 2015 Year End Tax Planning for Individuals, Trusts & Businesses
October 29, 2015 ESTATE PLANNERS DAY 2015 - FEDERAL TAX UPDATE - Important Developments in Federal Income, Estate & Gift Tax
September 24, 2015 2015-2016 Economic and Investment Outlook
June 4, 2015 ANNUAL MEETING AND GOLF OUTING
May 14, 2015 VENN DIAGRAMS: The Intersection of Estate & Income Tax (Planning in the ATRA Math)
April 30, 2015 American Cuisines and Wine Pairings
February 26, 2015 Estate and Financial Planning for Chronic Illness
January 29, 2015 Heckerling Review 2015
November 20, 2014 The Upside Down World of Estate Planning – Income Taxation “Takes Over”
October 23, 2014 Estate Planners Day 2014
September 17, 2014 Economic Update
July 9, 2014 NAEPC Webinar - Family Investment Partnerships:
June 11, 2014 NAEPC Webinar - Helping Clients Create Their Charitable Legacy
June 5, 2014 Members only Golf Outing & Annual Meeting
May 15, 2014 Charitable Planning
May 1, 2014 ***Special Members Only Event***
February 27, 2014 Estate Planning with Retirement Assets in 2014 and Thereafter
January 30, 2014 Heckerling Institute Annual Review - 2014
November 21, 2013 Ethical Issues Facing the Trust and Estate Practitioner
October 17, 2013 Estate Planners Day 2013 - Estate Planning Through an Asset Protection Lens
September 26, 2013 The Macroeconomic Environment and Investment Outlook
June 19, 2013 Annual Meeting and Hackensack Golf Club Outing
May 16, 2013 Same Sex Planning
May 2, 2013 Wine Tasting
February 28, 2013 Current State of Economy
January 31, 2013 Heckerling Institute Annual Review
November 15, 2012 Asset Protection Planning in the 21st Century - Fortifying an Estate Plan
October 25, 2012 Estate Planners Day 2012
September 20, 2012 Estate Planning - Beat the Clock to Meet Client Goals
June 14, 2012 Annual Meeting - Golf outing
May 10, 2012 The Transformation Gift
February 23, 2012 Value Replacement Strategies
January 26, 2012 Heckerling Review
November 17, 2011 Update, Revisions and Filing Requirements for NJ Estate and Inheritance taxes
September 15, 2011 Stormy Clouds, Silver Linings
June 8, 2011 Annual Meeting
May 12, 2011 Study of High Net Worth Philanthropy
January 6, 2011 Advantages of Delaware Trust
October 28, 2010 Estate Planners Day
September 23, 2010 State of the Municipal Bond Market and Interest Rates
August 31, 2010 20 creative uses of life insurance in estate planning
June 8, 2010 Annual Meeting
May 13, 2010 May monthly meeting
February 11, 2010 Heckerling Update
January 14, 2010 January monthly meeting
November 19, 2009 Planning with Roth IRAs
October 26, 2009 Estate Planners Dau
October 26, 2009 Estate Planners Day
September 22, 2009 September meeting
June 11, 2009 Annual Meeting - Golf Outing
May 21, 2009 "You Sold My Deceased Father's Life Insurance Policy for How Much"
February 19, 2009 General Meeting
January 22, 2009 General Meeting
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