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ESTATE PLANNERS DAY 2013
Gideon Rothschild, Esq.
Estate Planning Through an Asset Protection Lens

Estate Planning Council of Bergen County, Inc.

Thursday, October 17, 2013 from 7:30 AM to 12:00 PM (EDT)

ESTATE PLANNERS DAY 2013  Gideon Rothschild, Esq....

Ticket Information

Ticket Type Sales End Price Fee Quantity
MEMBER TICKET
MEMBER TICKET - No charge for current 2013-14 Estate Planning Council of Bergen County, Inc. Members who have paid their dues by September 30, 2013.
Ended Free $0.00
SENIOR MEMBER TICKET
Senior Members 2013-14 Estate Planning Council of Bergen County, Inc. Select ORDER NOW to pay by credit card.
Ended $150.00 $9.24
GUEST TICKET
Estate Planners who are not Members of the Estate Planning Council of Bergen County, Inc. who wish to attend. Select ORDER NOW to pay by credit card.
Ended $150.00 $9.24
SPONSOR/EXHIBITOR Ended Free $0.00
GUEST SPEAKER Ended Free $0.00
STAFF Ended Free $0.00

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Event Details

ESTATE PLANNING THROUGH AN

ASSET PROTECTION LENS

SPEAKER: Gideon Rothschild, Esq.

 

8 AM - NOON (Breakfast Buffet & check in 7:30 AM)


CLICK HERE FOR BIO:  GIDEON ROTHSCHILD



 

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:

FIDUCIARY TRUST INTERNATIONAL

 


SPONSORS:


                                    Northern Trust

                                                    

 

 

 TICKETING CLOSES: FRIDAY, OCTOBER 11th AT 6:00 PM.

GUEST TICKETS ARE NON-REFUNDABLE


Continuing Education Credits:

CFP 3.5 credits approved

NJ (CPA) CPE - 3.5 credits approved

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

NYS CLE -  3.5 credits (1.5 CLE Areas of Professional Practice, 2.0 CLE Skills). This course is suitable for both newly admitted and experienced attorneys.

(Transitional and Nontransitional Course # BUS2451)*

NJ INSURANCE - 4.0 credits (Course #88894229) Estate Planning Through an Asset Protection Lens.

CTFA 4.75 credits "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."



Presenter’s outline and presentation will be made available to registered attendees. If you are unable to access the link, please contact bergenepc@gmail.com.  


iPad raffle returns!


Please be sure to visit our sponsors and exhibitors for a chance to win a new Apple iPad. 

More information will be available at the registration table at the event.

 

*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.


Have questions about ESTATE PLANNERS DAY 2013 Gideon Rothschild, Esq. Estate Planning Through an Asset Protection Lens? Contact Estate Planning Council of Bergen County, Inc.

When & Where


Saddle Brook Marriott
138 New Pehle Ave
Saddle Brook, NJ 07663

Thursday, October 17, 2013 from 7:30 AM to 12:00 PM (EDT)


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Organizer

Estate Planning Council of Bergen County, Inc.

Bergen County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.

Bergen County Estate Planning Council strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 

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