Andrew J. DeMaio to Present at the 91st Semi-Annual Tax and Estate Planning Forum

Wednesday, June 5, 2024 9:00 AM to 5:00 PM

Wilentz Of Counsel, Andrew J. DeMaio will be one of the speakers at the 91st Semi-Annual Tax and Estate Planning Forum.

DeMaio will deliver the featured presentation "Beyond Paper: Remote Notarization and Electronic Estate Planning Documents." The session will offer key information for all Tax and Estate Planning practitioners on how to better represent their clients. 

The program agenda includes:

  • Remote Notarization and Electronic Estate Planning Documents
  • The Common Representation of Spouses in Estate Planning
  • The Death of a Spouse During the Pendency of a Divorce Action
  • Why Doesn't Your 14-Year-Old Have A Roth IRA? And Other Requirement Issues
  • Recent Estate Tax Developments
  • Tax Issues in the Representation of the Buyers and Sellers of a Small Business: Real Estate, Equipment, Intangibles, and Consulting Fees
  • Declaratory Judgment Actions in Probate Part of Superior Court  and Requests for Court Instructions to the Fiduciary 
  • An Overview of the Tax Benefits of Various Charitable Gift Options 
  • Attorney Malpractice Issues in Estate Planning 
  • Landmines in the Joint Ownership of Property by Transnational Couples
  • And more!

For more information and to register, please visit the event page. 

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 8.1 hours of total CLE credit, including 1.2 in Ethics (Full Credits Available: CPE Professional Ethics: 1.0, CPE Taxation: 6.5, NJ Ethics: 1.2, NJ General: 6.9).