Schenck Price Partner and Co-Chair of the Elder and Special Needs Law Practice Group, Regina M. Spielberg, will present at NJICLE’s 89^th Semi-Annual Tax and Estate Planning Forum on June 6, 2023. Regina will present “Multi-Beneficiary Trust to Hold Retirement Account Assets for Disabled Persons Under the SECURE Act of 2021.” Regina will join a panel of attorneys to discuss various topics and recent developments in Tax and Estate Planning.

The program agenda includes:

• Procedures in Fiduciary Accounting Actions
• A Spelunker’s Guide to Title 3B of the New Jersey Statutes
• Dynasty Trusts: Planning for Eternity
• Multi-Beneficiary Trust to Hold Retirement Account Assets for Disabled Persons Under the SECURE Act of 2021
• SECURE Act Update with Planning Ideas
• Recent Estate Tax Developments
• Tax and Estate Issues Relating to Shareholder Agreements
• Family Offices for Estate Planning and Unified Financial Management
• Challenges to Beneficiary Designations for Non-Probate Transfers in a Time of Online Beneficiary Designations

For more information about this program and to register, visit the event page.