Michael K. Feinberg and Brian R. Selvin, partners in the firm’s Tax, Trusts & Estates Department, will be on the faculty of the seminar “Estate Planning from Start to Finish,” which will be presented by the National Business Institute (NBI) on Thursday, December 14, 2017 from 9:00am – 4:30pm at the Holiday Inn South Plainfield-Piscataway.
The full-day program will present a comprehensive overview of estate planning nuts and bolts and related procedures, including the client intake and screening process, basic wills and trusts, tax basics, and long-term care options and their impact on the client.
The faculty will explore a broad range of issues, to include:
- Important questions to ask and documents to gather during the intake process
- Key aspects of the estate and effective wills
- Various types of trusts, their functions and goals, and how to best serve the client’s needs
- Tax planning while setting up an estate plan
- Documenting long-term care, incapacity and end-of-life decisions
- Ethical considerations in estate planning
- And more …
Mr. Feinberg's practice focuses on estate planning, estate administration, elder law, wills and trusts, tax and business planning for individuals, corporations, partnerships and limited liability companies, and tax controversies. He serves as a strategic advisor to individuals, families, business owners, executors and trustees, counseling clients on a comprehensive range of issues within the areas of tax, trust and estate law. He has significant experience in the niche area of elder law, which encompasses challenges associated with long term care needs, guardianship issues, and eligibility for Medicaid and related government programs and benefits.
Mr. Selvin concentrates his practice in the areas of estate and tax planning, estate administration, probate and trust litigation, wills and trusts, business succession planning, and tax controversy before federal and state tax authorities as well as federal and state Tax Courts. He has represented clients in the formation of tax exempt organizations including public charities, private foundations, social clubs and trade organizations, assisting these entities in obtaining state and federal tax exempt status and advising on organization and operational issues.
Additional information and registration details at: http://bit.ly/2jtgc0g