Past Events

November 14, 2018 Comedy Night at the Madison:
Featuring Ethical Humorist Sean Carter, Esq.
October 18, 2018 Morristown Club - Networking Event
September 28, 2018 Recent Developments in Federal Income, Estate and Gift Taxes Affecting Individuals and Small Businesses
July 18, 2018 Bonus Event - Midsummer Wine Tasting Party
May 9, 2018 Til Divorce Do Us Part: A Practical Guide to Estate Planning for Marital Dissolution
April 18, 2018 Life Insurance Simplified: Demystifying the Complexity of Life Insurance
March 1, 2018 Bonus Event - Best Practices 60 Days After the Tax Cuts and Jobs Act of 2017
February 8, 2018 Heckerling Review
November 15, 2017 Discretionary Distributions and Other Fiduciary Exercises of Discretion
October 26, 2017 Morristown Club - Networking Event
September 29, 2017 What's New from Washington
July 19, 2017 Special Event - Midsummer Wine Tasting Party
May 10, 2017 Estate Planning with International Flair
March 1, 2017 Senior Services and Advanced Care Planning for Older Adults
January 26, 2017 Heckerling Review
December 14, 2016 Bonus Event - Planning for a World with No Estate Tax
November 16, 2016 New York and New Jersey Resident & Nonresident Taxation - An Overview of Rules, Tests & Issues
October 27, 2016 Networking Event
September 30, 2016 Current Estate Planning Trends from a Tax Court Litigator's Perspective
June 1, 2016 Why Bad Decisions Happen to Good People - Investment Implications of Behavioral Finance
May 11, 2016 Special Event - New Jersey Uniform Trust Code Seminar
March 9, 2016 Planning for Adult Special Needs Children
January 28, 2016 Heckerling Review
January 28, 2016 Heckerling Review
November 18, 2015 Intersection of Trusts and Retirement Plans
October 22, 2015 Social Networking - Annual Networking Event
September 25, 2015 Estate Planning for Individuals Worth Less than $10 million
May 14, 2015 Family Friendly Charitable Planning
March 25, 2015 Captive Insurance - Exploring Risk Management, Tax, Estate Planning and Other Opportunities Under New Jersey's Captive Insurance Company Law
January 28, 2015 Heckerling Review - 2015
November 19, 2014 Venn Diagrams: The Intersection of Estate & Income Tax
October 16, 2014 Networking Event
September 18, 2014 The 201 Best & Worst Planning Ideas for Your Client's Retirement Benefits; Planning for Retirement Benefits: Recent Developments & Current Trends
May 14, 2014 Integrating Asset Protection and Estate Planning
May 8, 2014 Society of Financial Service Professionals "Professionals Day"
March 26, 2014 Steering Your Family Business to the Next Generation
January 30, 2014 Heckerling Update - 2014
December 6, 2013 The Affordable Care Act & Healthcare Evolution: Fact not Fiction
November 7, 2013 Not Your Grandma's Social Security Strategies: A Fresh Look at Maximizing Benefits
September 24, 2013 Incomplete Gift Non-Grantor Trust: Latest Developments & Private Letter Rulings-Leveraging DINGs int
January 29, 2013 Heckerling Review
November 29, 2012 What I Would Like to Know About Life Insurance If I Didn't Already Know It
October 1, 2012 Estate Planning: Current Developments and Hot Topics
May 23, 2012 The Art of Donating Your Cake to Your Family and Eating it Too
March 6, 2012 Fiduciary Risk: A Guide for the Litigation Averse
January 25, 2012 2012 Heckerling Institute on Estate Planning - An Update
November 29, 2011 Using Your 401(k) and IRA Smartly For You & Your Heirs
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