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CEU Important 2016-2017 Updates Including: Uniform Trust Code, Estate Tax Repeal, ABLE Act, Special Needs Planning

Rothamel Bratton Attorney's at Law

Thursday, May 11, 2017 from 8:00 AM to 10:00 AM (EDT)

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One Seat May 11, 2017 Free  

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Event Details

FREE CEU Seminar

Come prepared for a lively and informative presentation

Registration will begin at 7:30am

Breakfast will be served

Finanical Professionals will gain a working understanding of updates in the law and techniques available to preserve assets. Come and learn strategies that can be used to protect client's assets in an appropriate and tax efficient manner. Chris has prepared a set of topics and will elaborate upon the latest cases, rulings, and updates.

Seminar Highlights:

  • Uniform Trust Code
    • What has been adopted
  • Estate Tax Repeal update
    • Do you still need a credit shelter trust
  • ABLE Act
  • Special Needs Planning
    • Types of trusts and when to use

 

Continuing Education Credits:           

NJCPAs 2 Credits Provider No: 20CE00167400

PACPAs 2 Credits Provider No: PX177798

CFPs 2 Credits Provider No: 1913

NJ Insurance 2 Credits Provider No: 30281

 

***You may also contact Alex at our office for questions***

(856) 857-6000

 

Have questions about CEU Important 2016-2017 Updates Including: Uniform Trust Code, Estate Tax Repeal, ABLE Act, Special Needs Planning ? Contact Rothamel Bratton Attorney's at Law

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When & Where


Laurel Creek Country Club
701 Centerton Road
Mount Laurel, NJ 08054

Thursday, May 11, 2017 from 8:00 AM to 10:00 AM (EDT)


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Organizer

Rothamel Bratton Attorney's at Law

Rothamel Bratton LLC is a New Jersey, Pennsylvania, and Florida law firm providing a comprehensive approach to personal strategic planning. We are a boutique firm that focuses on estate planning, elder law, life care planning, tax planning, real estate law,business law and litigation. Rothamel Bratton LLC offers four convenient locations in Haddonfield and Lawrenceville NJ, Philadelphia, PA, and Ft. Lauderdale, FL.

  Contact the Organizer
CEU Important 2016-2017 Updates Including: Uniform Trust Code, Estate Tax Repeal, ABLE Act, Special Needs Planning
Things to do in Mount Laurel, NJ Seminar

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