January 28, 2020 - Women’s Group Meeting
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 Export to Your Calendar 1/28/2020
When: Tuesday, January 28, 2020
8:30 AM
Where: O'Connor Davies
20 Commerce Drive
Suite 301
Cranford, New Jersey 
United States


Online registration is available until: 1/28/2020
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Date: Tuesday, January 28, 2020

  

Time: 
8:00 - 8:30 AM - Networking
8:30 – 9:30 AM - Presentation
9:30 AM - Q&A

Topic: Estate Planning Case Studies

 

Michael Feinberg, a tax, trusts and estate attorney will present current, real case studies, that will offer unique insights and solutions to estate planning situations. Question and answer period will follow the presentation.  Participants will learn about relevant estate cases (estate planning techniques as well as features and taxation of trusts) that may include special and unique circumstances. The participant will be asked to think outside the box regarding outcomes and solutions.

 

Speaker: Michael Feinberg, Esq.

 

Mr. Feinberg's practice focuses on estate planning, estate administration, elder law, wills and trusts, tax and business planning for individuals, corporations, partnerships and limited liability companies, and tax controversies. Mr. Feinberg serves as a strategic advisor to individuals, families, business owners, executors and trustees, counseling clients on a comprehensive range of issues within the areas of tax, trust and estate law. His work encompasses the structuring of wealth preservation strategies and the preparation of estate planning documents such as wills, living wills, powers of attorney, trust agreements and special needs trusts. Mr. Feinberg advises executors and trustees on the practical and successful administration of estates and trusts, including the minimization of estate tax liability and oversight of the will probate process. He assists clients with the formation of corporations, limited liability companies and other business entities, the preparation of buy-sell agreements, the orderly transfer of business interests from one generation to another, the structuring of real estate transactions including like-kind exchanges, and the preparation of federal and New Jersey estate tax returns and New Jersey inheritance tax returns. He represents clients in tax controversy matters before the Internal Revenue Service and the New Jersey Department of Taxation. Mr. Feinberg has significant experience in the niche area of elder law. He guides clients through the challenges associated with planning for nursing home or other long term care needs, guardianship issues, and the facilitation of a client’s eligibility for Medicaid and related government programs and benefits.

 

Credit Information:  Approved for 1 CE credit.

 

Registration Fees:
FPANJ Member – Free
Non-Members – $20

 

Cancellation Policy:  ALL cancellations must be made 72 hours prior to the event. Any cancellations made within the 72 hour period of the event unfortunately can NOT be refunded.

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