Intersection of Trusts and Retirement Plans
DINNER MEETING - NOVEMBER 18, 2015
6:00 – 6:45 p.m. COCKTAILS, HORS D’OEUVRES & Place: THE MADISON HOTEL
NETWORKING One Convent Road, Morristown, NJ
6:45 pm DINNER BEGINS 973-457-4639
7:15 pm PROGRAM
8:30 pm PROGRAM ENDS
SPEAKER: Leonard J. Witman, Esq. - Witman Stadtmauer, P.A.
TOPIC: Intersection of Trusts and Retirement Plans
How does estate planning coordinate with qualified retirement plan assets - not easily. This interactive program will provide attendees with a practical update on the most current use of qualified retirement plans, IRAs and Roth IRAs with estate planning techniques. From simple planning to complicated trusts, this program should be both informative and practical.
Leonard J. Witman is a member of the New York and New Jersey Bars. Mr. Witman received his B.A. from Rutgers College, and graduated from New York Law School. He is past Chairman of the New Jersey State Bar Association Taxation Section. He is an adjunct professor at Seton Hall University School of Law and Rutgers University Graduate Business Program and Fairleigh Dickinson University Graduate School of Business. He was a Tax Law Specialist, Instructor and Lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Division. He is the New Jersey Chair and a Fellow of the American College of Trusts and Estates (ACTEC). He is a Fellow of the American College of Employee Benefit Counsel. Mr. Witman is also a past Chairman of the New Jersey State Bar Association Employee Benefits Committee and is a frequent nationally known lecturer and author in the tax and deferred compensation fields. He has written for many tax periodicals and is the author of A Retirement Planning Technique Book (9th Edition) and Roth IRAs published by The Kugler Company and Pension Planning after TEFRA, Top-Heavy Plans published by the American Institute of Certified Public Accountants. He is also annually listed as a "Best Lawyers of America" and "NJ Super Lawyer"
This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.
CFP and CPA continuing education credit will also be offered for this presentation.
Please respond by Friday, November 13, 2015 Web: www.epcnnj.org
Email: lanahan@verizon.net
Mail EPCNNJ P.O. Box 373
Mendham, NJ 07945
Fax: 973-543-1434
