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BEGIN:VEVENT
DTSTART:20200430T160000Z
DTEND:20200430T170000Z
LOCATION:Live Webinar 
UID:1937920200430T160000ZWebinar:  Overview of Special Needs and Elder Planning
DTSTAMP:20260427T155511Z
DESCRIPTION:\n \n \nTopic: EPCBC Virtual Webinar Series:  Special Needs Planning with Jason Marx, Esq.\nTime: Apr 30, 2020 12:00 PM Eastern Time (US and Canada)\n\nJoin Zoom Meeting\nhttps://us02web.zoom.us/j/87548700398?pwd=UG1jQ2tXaEExalVvUm5VYlNBNnpGdz09\n\nMeeting ID: 875 4870 0398\nPassword: 900742\nOne tap mobile\n+13126266799,,87548700398#,,#,900742# US (Chicago)\n+19292056099,,87548700398#,,#,900742# US (New York)\n\nDial by your location\n        +1 312 626 6799 US (Chicago)\n        +1 929 205 6099 US (New York)\n        +1 346 248 7799 US (Houston)\n        +1 669 900 6833 US (San Jose)\n        +1 253 215 8782 US\n        +1 301 715 8592 US\n  \n \nJason Marx, Esq.\n \nPartner at Connell Foley in Roseland, NJ\n \nJason Marx brings experience, compassion and a considerable knowledge of tax law to his work in estates, elder law and special needs planning. He primarily advises clients who face the challenge of caring for elderly or special needs family members, taking a holistic approach that addresses all aspects of the legal, financial and care issues involved in these complex and deeply sensitive matters. This includes representing disabled individuals before government agencies; advising on creating special needs trusts, Medicaid, Supplemental Security Income (SSI) and guardianship; advocating for children’s rights to public benefits in schools; and long-term care planning, among other related issues.\n \nJason is also involved in all aspects of estate planning, from creating wills and trusts to estate administration, probate and trust litigation. He listens closely to his clients to understand their goals and family dynamics and develops a strategy that protects their wealth when it is passed on to future generations. Jason is adept at tax and business planning for individuals, corporations, partnerships and limited liability companies, as well as business succession planning. He also counsels on establishing foundations, obtaining tax-exempt status and helping clients effectively manage these and other charitable entities.\n \nIn addition to helping clients plan for the future, Jason represents fiduciaries and beneficiaries in connection with the administration of estates and trusts. He works with tax authorities at both the state and federal level in connection with the auditing of tax returns, both for individuals filing personal income tax and gift tax returns and for estates filing estate tax returns.\n
SUMMARY:Webinar:  Overview of Special Needs and Elder Planning - Estate Planning Council of Bergen County, Inc. 
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