61ST SEMI-ANNUAL TAX & ESTATE PLANNING FORUM Book & Audio CD available View table of contents Speakers: RICHARD H. GREENBERG, ESQ. ANITA J. SIEGEL, ESQ. JOHN J. MIESOWITZ, ESQ. JOHN L. PRITCHARD, ESQ. GLENN A. HENKEL, ESQ. J.D., LL.M., CPA, A.E.P. JACK F. MEOLA, ESQ., CPA BRENDA L. EUTSLER, ESQ. KENNETH A. VERCAMMEN, ESQ. M. J. SULLY, ESQ. STEPHEN K. WARNER, ESQ. JAY J. FREIREICH, ESQ. Publish date 6/09 Topics Include: Letters; Forms; Articles; Split-Dollar Life Insurance; Split-Dollar Loan to a Grantor Irrevocable Life Insurance Trust: An Alternative to Grantor Retained Annuity Trusts and Installment Sales to Intentionally Defective Grantor Trusts?; Split-Dollar Opportunities; Regulations That Curbed its Tax Advantages Also Created Estate-Planning Benefits; Undue Influence - Shifting the Burden of Proof Through Summary Judgment; Contingent and Vested Remainders: The Surprising Consequences for Family Members in Credit Shelter Trust Planning and Other Trust Arrangements; Trusts and Reporting For Federal Estate Tax; Federal Generation Skipping Transfer Tax and New Jersey Inheritance Tax Purposes; Potential Estate and Gift Tax Reform; Estate Tax Planning; Federal and New Jersey Estate Tax Planning Developments; The Use of Grantor Trusts After Revenue Ruling 2008-22; The Standard of Care in Estate Tax Planning; Malpractice Claims Against Attorneys; The Estate Administration Attorney's Fiduciary Duties- New Case Law and Practice Pointers to Avoid Malpractice Liability; Trusts for the Beneficiaries With Disabilities; Expatriation of a US Citizen or Long Term Resident After the HEART Act; and more. Audio Package Credits NYP: 7.0 (only audio CD packages can be used for NY credits - non-refundable) NYE: 1.0 (only audio CD packages can be used for NY credits - non-refundable) Item # Product Price Quantity CDP12709 Handbook/Audio CD Package $229.00 $189.00 * CP12709 Handbook/Audio Cassette Package $229.00 $189.00 * AFF CLE Affidavit for audio package - one person per package $0.00 M12709 Handbook, 482 pages $60.00 $48.00 * DM12709 Downloadable Handbook, 482 Pages (6/09) $60.00 $48.00 * *NJSBA Member Price – To qualify for this reduced price, you must provide your NJSBA Member# at the time you place your order. If you place your order without providing your NJSBA Member#, you will be charged the regular price. Return Policy New Jersey Institute for Continuing Legal Education The non-profit continuing education service of: The New Jersey State Bar Association Rutgers - The State University of New Jersey Seton Hall University One Constitution Square, New Brunswick, New Jersey 08901-1520 Phone: (732)214-8500 • Fax: (732)249-0383 • CustomerService@njicle.com • Privacy Policy