Estate Planners Day 2013 - Estate Planning Through an Asset Protection Lens

Date: Thursday, October 17, 2013
Time: 8:00 AM - 12:00 PM
Location: Saddle Brook Marriott, Saddle Brook, NJ
Speaker: Gideon Rothschild, J.D., C.P.A.


RSVP to this event:


Estate Planning Through an Asset Protection Lens

Much estate planning's emphasis is on tax minimization.  For example, we use credit shelter trusts and generation skipping trusts extensively.  Most planners fail, however, to advise clients how to protect their wealth from divorce, creditors, business failures and potential litigation and predators. The key is educating clients about trusts and drafting them to balance the desire for control and protection. We will review the basic and more advanced strategies which can be integrated with the estate planning objectives.


Platinum Sponsor:  











Continuing Education Credits:


CFP: 3.5 credits Program Name: Estate Planning Through an Asset Protection Lens Program ID: 10172013

NJ CPE: 3.5 credits

NJ Insurance: 4.0 credits (#88894229 Estate Planning Through an Asset Protection Lens) 

CTFA:  4.75 "The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  Estate Planners Day 2013 - "Estate Planning Through an Asset Protection Lens" has been approved for  4.75 CTFA credits.  CTFA credits should be distributed as follows: 3 FID, 1 FP, 0.25 INV, 0.5 TAX.  This statement should not be viewed as an endorsement of this program or its sponsor."

NJ CLE: 3.5 credits.  This program has been approved by the Board on Continuing Education of the Supreme Court of New Jersey for 3.5 hours of total CLE Credit.

NY CLE: 3.5 credits approved (1.5 CLE Areas of Professional practice, 2.0 CLE Skills). This program is suitable for both newly admitted and experienced attorneys.  Course #BUS2451 (Transitional and Nontransitional). 


NYS CLE Financial Aid Policy:

Financial aid is available to NY attorneys seeking CLE credits, including a full waiver of the fee to attend the program.  A request for financial aid must be submitted, in writing, to the Estate Planning Council of Bergen County, Inc. no later than fourteen (14) days before the program to 215 Godwin Avenue, #23, Midland Park, NJ 07432. Requests will be reviewed on a case by case basis, with determination based on demonstrated financial need. Appropriate for both newly admitted and experienced attorneys.

Related Document(s):

See Upcoming Event Calendar