Understand how to avoid an outdated estate plan, and how to fix a plan that may already be outdated.
Whether you are an attorney, estate planner, accountant, president, vice president, CFO, controller, business owner or manager, tax manager, financial planner, or lender, it is important to know of the legal dangers and risks associated with an estate plan that is outdated. The program will provide insights on how to identify if your estate plan is outdated and what happens if the laws have changed but your estate plan didn't? It will provide you with examples and case studies of outdated plans as well as methods for updating those outdated estate plans.
Agenda
Faculty
Jo Ann Gambale, Esq.
Wilentz, Goldman & Spitzer, P.A.
- Chair of the Trusts & Estates Department at Wilentz, Goldman & Spitzer, P.A.
- Practice emphasizes all aspects of taxation, estate planning, and estate administration
- Conducts seminars and workshops on estate planning, taxation, and formation of partnerships and LLCs
- Past Executive Committee Member of the California State Bar Taxation Section; Past co-chair of the San Diego County Bar Association Tax Section
- Selected for inclusion in the ‘Ones to Watch’ 2021 list of Best Lawyers in America in the area of Trusts and Estates
- LL.M. degree in taxation, University of San Diego; J.D. degree, Georgetown University Law Center
- Can be contacted at [email protected] or (732)855-6091
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