Business Law Seminar Series: Trusts and Estates Update

  • December 13, 2023
  • 8:15 AM - 10:15 AM (EDT)
  • Marcum LLP
    601 Route 73 North
    3rd Floor
    Marlton, NJ 08053
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Add to Calendar 12/13/2023 8:15 AM 12/13/2023 10:15 AM Business Law Seminar Series: Trusts and Estates Update Marcum LLP 601 Route 73 North
3rd Floor Marlton, NJ 08053

Overview

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The educational sessions will focus on topics that have an impact on most businesses in New Jersey and Pennsylvania, including updates on recent and pending legislative and administrative actions.

Our one-hour programs are geared toward business owners and business executives, and the professionals who advise them: accountants, financial advisors, bankers, and investors. Attendees will also have the opportunity to network with other business owners and professionals, and earn CLEs and CPEs (1 NJ and PA CPE available; 1 Substantive PA CLE available).

This seminar will cover estate planning for closely-held business owners, succession planning, asset protection and preservation, and tax aspects and strategies.

Presenters

Christi Gallagher, CPA, Partner, Marcum LLP
David Neufeld, Esq., Shareholder, Trusts & Estates Practice, Flaster Greenberg PC
Courtney Dolaway, Esq., Shareholder, Trusts & Estates Practice, Flaster Greenberg PC

Agenda

8:15 - 8:45 AM
Registration and Breakfast
8:45 - 9:45 AM
Presentation
9:45 - 10:15 AM
Additonal Networking
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