In the first hour, this program will dive into the probate of estates and the various ways to pass property at death: Will, Revocable Trust and Will Substitutes. Tips and tricks for best practices and avoiding pitfalls will be included. The second hour will cover an executive summary of the Estate & Gift Tax Systems,…
William V. Horan, CES · Glenn M. Johnson, Esq · Robert D. Schachat, Esq · Aaron S. Gaynor, Esq · Matthew E. Rappaport, Esq · Terence F. Cuff, Esq · Louis S. Weller, Esq · Alexa T. Dubert, Esq · David Shechtman, Esq · Anne E. Andrews, CPA
Realty Exchange Corporation
Charles R. Bogle, Esq · Justin S. Cohen, Esq · Sean Austin, Esq · Alan Kravitz, Esq · Andrew Lau · Steven R. Schneider, Esq · Matthew Busta, CPA · James A. Gouwar, Esq · Hannah Richard, Esq · Megan Stoner, Esq · Robert D. Schachat, Esq · Michael Hurwitz, CPA · Charles Kaufman, Esq
Morgan, Lewis & Bockius
Jeffrey A. Friedman, Esq · Lynn A. Gandhi, Esq · Eric M. Anderson, Esq · Timothy A. Gustafson, Esq · Todd A. Lard, Esq · Michael J. Semes, Esq · David Yanchik, Esq · Elizabeth S. Cha, Esq · Cyavash N. Ahmadi, Esq · Maria M. Todorova, Esq · Jeremy P. Gove, Esq · Chelsea E. Marmor Esq · John Ormonde, Esq · Todd G. Betor, Esq · Kimberly A. Krueger, Esq., CPA · Valerie C. Dickerson, J.D., CPA · Leonore Heavey, Esq · Marilyn Wethekam, Esq · Andrew Jay Maschas, Esq
Eversheds Sutherland US
Joseph Calianno · Colleen O'Neill, Esq., CPA · Brandon C. Svetcov, Esq · Thomas M. Giordano · Michael J.A. Karlin, Esq · William S. Dixon, Esq · Sam K. Kaywood, Esq. · William B. Sherman, Esq · Micah J. Gibson, Esq · J.P. Gregorcy, CPA · Alan I. Appel · Heather Ripley, Esq · Sean J. Tevel, Esq · Kimberly S. Blanchard, Esq · Jason Schwartz, Esq · Matthew Stevens, Esq
Andersen
Mitchell Drossman, Esq · Amit Ochani, Esq · Michelle Orlowski · Brad Dillon · Stacia Kroetz · Joseph P. Scorese, Esq · Catherine Grevers · Sean R. Weissbart · Kyle G. Durante, Esq · John M. Olivieri, Esq · Amy C. O’Hara, Esq · Brian L. Miller, Esq · Timothy M. Ferges, Esq · Kimberly A. DeMaro, Esq · Jack F. Meola, CPA, Esq · Brian Conboy, Esq · Elisa Pickel, Esq · Marl Taccetta
Wealth Planning Strategies Group, U.S.
William B. Sherman, Esq · Michael J. Miller, Esq · Jeffrey Rubinger, Esq · David G. Shapiro · Kieran Taylor · Logan E. Gans, Esq · Lucas Giardelli · John D. Bates · Jason Robertson · Jeffrey S. Levin · Micah J. Gibson, Esq. · Joseph Calianno · Thomas M. Giordano · Michael J.A. Karlin, Esq · Alan I. Appel
Holland & Knight