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DTSTART:20221117T133000Z
DTEND:20221117T153000Z
LOCATION:The Brick House, Wyckoff, NJ 
UID:2333720221117T133000ZTax Issues with Trust Structures and Administration
DTSTAMP:20260427T154429Z
DESCRIPTION:\n \n \nREGISTER HERE:\n \nhttps://epcnovember2022.eventbrite.com\n \n \n \nJoy Matak, JD, LLM is a Partner at Sax and Head of the firm’s Trust and Estate Practice. She has more than 20 years of diversified experience as a wealth transfer strategist with an extensive background in recommending and implementing advantageous tax strategies for multi-generational wealth families, owners of closely-held businesses, and high-net-worth individuals including complex trust and estate planning. \n \nJoy provides clients with wealth transfer strategy planning to accomplish estate and business succession goals. She also performs tax compliance including gift tax, estate tax, and income tax returns for trusts and estates as well as consulting services related to generation skipping including transfer tax planning, asset protection, life insurance structuring, and post-mortem planning.\n \nJoy presents at numerous events on topics relevant to wealth transfer strategists including engagements for the ABA Real Property, Trust and Estate Law Section; Wealth Management Magazine; the Estate Planning Council of Northern New Jersey; and the Society of Financial Service Professionals. Joy has authored and co-authored articles for the Tax Management Estates, Gifts and Trusts (BNA) Journal; Leimberg Information Services, Inc. (LISI); and Estate Planning Review –  The CCH Journal, among others, on a variety of topics including wealth transfer strategies, income taxation of trusts and estates, and business succession planning. Joy recently co-authored a book on the new tax reform law entitled Estate Planning: Estate, Tax and Other Planning after the Tax Cuts and Jobs Act of 2017. \n \nEducation\n B.S., Mathematics, cum laude, Seton Hall University JD, cum laude, Vermont Law School Master of Laws, Taxation, with distinction, Georgetown University Law Center  \nCommunity\n Member, New Jersey State Bar Association Member, Estate Planning Council of Northern New Jersey
SUMMARY:Tax Issues with Trust Structures and Administration - Estate Planning Council of Bergen County, Inc. 
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