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Overview of Special Needs and Elder Planning
SPEAKER: Jason E. Marx, Esq.

Estate Planning Council of Bergen County, Inc.

Thursday, March 19, 2020 from 4:45 PM to 7:30 PM (EDT)

Overview of Special Needs and Elder Planning  SPEAKER:...

Ticket Information

Ticket Type Sales End Price Fee Quantity
GUEST
Please complete all continuing education information at the time of ticketing. Guest fees are NON-REFUNDABLE.
Mar 19, 2020 $75.00 $6.20
REGULAR MEMBER Estate Planning Council of Bergen County, Inc.
Current paid 2019-20 paid Members of the Estate Planning Council of Bergen County, Inc. Please have continuing education available at the time of ticketing.
Mar 18, 2020 Free $0.00
SENIOR MEMBER Estate Planning Council of Bergen County, Inc.
Senior Members 2019-20 Estate Planning Council of Bergen County, Inc. Select ORDER NOW to pay by credit card. If wishing to pay by check, please contact Valerie (bergencouncil@gmail.com) for ticketing and then please bring your check to the event.
Mar 19, 2020 $75.00 $6.20

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Event Details


Jason E. Marx. Esq.

Partner at Connell Foley in Roseland, NJ

Jason 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.

Jason 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.

In 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.

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Continuing Education:  

NJ CPE: 1.0 credit. Overview of Special Needs and Elder Planning

(Intermediate Level/Topic: Special Needs Planning) 

 

CFP: 1.0 credit pending. The CFP Board may grant 1.0 credit for Overview of Special Needs and Elder Planning. Program ID: 

 

CTFA: 1.5 credits approved. “Overview of Special Needs and Elder Planning has been approved for 1.25 CTFA credits.  This statement is not an endorsement of this program or its sponsor."  

NJ CLE:  1.0 credit. Overview of Special Needs and Elder Planning. This program is approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total NJ CLE (0.0 Ethics). Course #68

NJ Insurance – no credits available



Have questions about Overview of Special Needs and Elder Planning SPEAKER: Jason E. Marx, Esq. ? Contact Estate Planning Council of Bergen County, Inc.

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When & Where


Stony Hill Inn
231 Polifly Road
Hackensack, NJ 07601

Thursday, March 19, 2020 from 4:45 PM to 7:30 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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