WHEN: December 3, 2024 7:30am – 10:30am
Whether you’re a seasoned financial professional or simply eager to stay ahead, we invite you to the 10th Annual Tax, Trusts & Estates Forum, a premier event designed to help you Plan. Protect. Grow.
This event will provide clear, actionable updates on key topics, including estate planning, tax laws, and business succession strategies.
Event Details:
Date: Tuesday, December 3rd, 2024
⏰ Time: 7:45 AM – 10:30 AM
Location: Park Avenue Club – 184 Park Ave, Florham Park, NJ
Credits: CLE, CPE, and CFP credits available
Why Attend?
- Discover cutting-edge solutions for wealth preservation and estate planning.
- Gain actionable insights into evolving tax laws and regulations.
- Network with like-minded professionals committed to staying informed and proactive.
- Earn CLE, CPE, and CFP credits while advancing your knowledge and professional development.
Agenda Highlights:
- Medicaid Compliant Annuities: Preserving Assets & Accelerating Medicaid Eligibility
- Buyer’s Regret with SLATs: Rescue Strategies & Drafting Options
- Corporate Transparency Act: Compliance & Preparedness
- Secure Act 2: Key Updates for Estate Planning
- Failed GRATs: Consequences & Fixes
- Practical Tax Tips & Legislative Prognosis
Click here to register.
If you have any questions about the event, please email mbevents@mblawfirm.com.