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New Jersey Society of CPAs Estate Planning Conference
July 11, 2013

Daniel L. Kesten, Davis & Gilbert Private Client Services Partner, will speak during a session titled, “Advanced Estate Planning.” Mr. Kesten will discuss:

  • The use of dynasty trusts in the age of the $5 million+ exemption, including income tax treatment (grantor versus non-grantor), jurisdiction selection, directed trusts, and silent trusts
  • GST exemption allocations and other issues related to the preparation of gift tax returns
  • Special issues associated with estate planning for same sex couples and non-citizens

For more information, or to register, visit the event website.