“Preparing Your Clients Estate Plan for its Annual Exam” Seminar

Complimentary continuing education & breakfast seminar
Estate & Charitable Gift Planning
Health Update

Hosted by the Atlantic County Bar Association in partnership with AtlantiCare Foundation
Featured Topics
Gifts of IRA
Charitable Reminder Trusts (CRAT v. CRUT)
Proposed Income Tax Changes effect on Charitable Giving

Wednesday, September 20
8:00 a.m. to 10:30 a.m.
Linwood Country Club
500 Shore Road, Linwood

Guest Panel Speakers:
Michael L. Salad, Esq
Cooper Levenson
Matthew K. Bell, CPA, CVA
Dolan, Bell & Marsella
Daniel Koch
Seashore Wealth Management

This event includes breakfast. This seminar has been approved for 2.4 NJ CLE credits by the NJ Board on Continuing Legal Education. NJ State Board of Accountancy and Certified Financial Planner Board credits will be self-reported.

Register at www.atlanticare.org/plannedgivingseminar
For questions call 609.407.2393 or julie.fink@atlanticare.org

Date Published: September 15, 2017


Written by: Brittany A. Bonetti