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Wednesday, May 7, 2025 In-personAtlantic/Cape May Chapter

Estate Planning (E2505189)

8:30 AM - 10:30 AM EDT

Registration: 7:30 AM EDT

Atlantic City Country Club

One Leo Fraser Drive
Northfield , NJ 08225

2 CPE Credits in TX

OVERVIEW

The program will focus on strategies to secure and lock in the estate credit before nearly 50% of it expires at the end of 2025 (or a later date if current law is extended).

DESIGNED FOR

CPAs in public accounting

BENEFITS

Advance your knowledge of the latest updates in estate tax planning

HIGHLIGHTS

This session will cover a range of strategies, including spousal lifetime access trusts (SLATs), intentionally defective grantor trusts (IDGTs), qualified personal residence trusts (QPRTs), irrevocable life insurance trusts (ILITs), beneficiary defective inheritance trusts (BDITs) and others. It will also explore related topics such as estate and income tax considerations (including balancing basis step-up versus estate tax savings, as well as the grantor versus non-grantor status of trust techniques), along with planning for generation-skipping taxes.

COURSE LEVEL

Basic

INSTRUCTORS

Courtney Dolaway

Courtney E. Dolaway

Flaster/Greenberg, PC

Courtney E. Dolaway is a member of Flaster Greenberg’s Trusts & Estates, Taxation, and Business & Corporate Departments, and chair of the Women's Initiative Committee. She concentrates her practice on complex estate planning, estate administration, business succession, and general corporate matters. Courtney represents individuals and business owners in their estate plans and corporate planning. Her focus is on determining each client’s particular situation and providing them a custom-tailored plan to assist them, their families and, if applicable, their businesses. She is particularly adept at handling larger estates as well as estate matters that have potential litigation.

Steven Poulathas

Steven S. Poulathas

Flaster/Greenberg, PC

Steven S. Poulathas serves as Flaster Greenberg's Co-Managing Shareholder. He is immediate-past chair of the firm's Business & Corporate Department, and serves on the firm's Board of Directors. He also is a member of the firm's Taxation, Trusts and Estates and Employee Benefits Practice Groups. He counsels and represents individuals, family-owned businesses and public companies in the tax, business and finance, and estate practices. With an LLM in Taxation and prior experience at the Internal Revenue Service in the Office of Chief Counsel, Steve has in-depth knowledge of the tax laws and assists clients with planning and structuring business and real estate transactions, mergers, and reorganizations to minimize tax burdens. He also represents taxpayers before the IRS or other state taxing authorities with tax appeals, voluntary disclosures, and other collection matters. In addition to providing advice and counsel regarding methods to strengthen the net results of businesses and individuals, he provides tax opinions, assists in the procurement of private letter rulings, and resolves tax controversies on the federal and state levels through appeals, both in court as well as through offers in compromise.

Alan Zuckerman

Alan H. Zuckerman, CPA, J.D.

Attorney

Flaster/Greenberg, PC

Alah H. Zuckerman, JD., CPA, has a business practice with a concentration in federal and state taxation, business and corporate transactions, mergers and acquisitions, estate planning and administration and health care law. As an attorney and certified public accountant, he is also a frequent lecturer on tax and healthcare related topics and has authored a number of articles. He is admitted to practice in New Jersey, Pennsylvania, U.S. Distric Court - New Jersey, U.S. District Court - Pennsylvania, U.S. Tax Court and U.S. Supreme Court. His professional affiliations include Burlington County Bar Association, Camden County Bar Association, New Jersey State Bar Association, New Jersey State Society of CPAs, Pennsyllvania Bar Association. Mr. Zuckerman received his BS from Bryant College, summa cum laude, 1980, JD, magna cum laude from Temple University Beasley School of Law.

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

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Note: Online pre-registration will close on May 7 at 8:00 AM.

Registrations will be accepted at the door.

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