Faculty: Glen Christofides, University Tax Director, Rutgers University
*Also 2nd session of March NY Bridge the Gap: Skills and Ethics
Understand the basics principles of estate planning in New York nd New Jersey. Some of the topics discussed include:
-- conducting the initial client meeting and information gathering process
-- understanding the benefits of estate planning
-- key tax issues
-- estate planning documents (wills, health care directives, powers of attorney, beneficiary designation forms and different types of trusts)
Non-member: $ 90
You must be signed in to register. If you do not have an account, you can create it for free.
For technical and account related issues, please contact us at firstname.lastname@example.org
After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you do not receive access email 1 hour prior to the program, please email email@example.com. We may not be able to accommodate requests sent later than 30 minutes before the start of the program.