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The advent of the American Taxpayer Relief Act of 2012 (ATRA) and the Affordable Care Act of 2010 have, in part, changed the landscape of estate planning. Many of the traditional concepts and techniques which have become a mainstay with respect to estate planning require additional or alternative thought.
Income tax changes in the trusts and estates arena will cause estate and tax planners who do not familiarize themselves with the application of such rules unintended, and often adverse, tax consequences to clients, which proper planning could minimize or avoid.
On December 18, 2014, Richard H. Greenberg, Esq. will discuss the rules and the planning techniques which are available to estate and tax practitioners the proper application of which may minimize or avoid such unintended consequences. He will be presenting at a New Jersey State Bar Association breakfast meeting on the topic of “The Upside-Down World of Estate Planning: Income Taxation of Trusts and Estates Takes Over”. The program will be taking place at the McCarter and English Room at the New Jersey Law Center, located at One Constitution Square, New Brunswick, NJ 08901. To register your attendance, or for more information, go to the New Jersey State Bar Association website.
Mr. Greenberg is Senior Partner of Greenberg & Schulman, Attorneys at Law in Woodbridge, New Jersey, where he focuses on estate planning and estate administration, tax matters and business and corporate matters.