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October 29, 2020


Part 1: 8:30 a.m. – 12:20 p.m. EDT
Part 2: 1:10 p.m. – 5:00 p.m. EDT

Speakers: Kevin Matz

CLE Event

Join Stroock partner and conference chair Kevin Matz at this year's Estate Planning Conference. Kevin will be joined by several industry professionals to discuss current hot topics including:

Part 1:

  • The Future of Estate Planning in Light of the 2020 Election
  • The SECURE Act: Rules and Planning Ideas You Need to Know About
  • The New IRS Rules on Final Year Tax Deductions for Trusts and Estates
  • Estate Planning with Carried Interests for Private Investment Fund Managers in Light of New IRS Proposed Regulations
  • Qualified Opportunity Funds and Opportunity Zones

 Part 2:

  • Planning with Delaware Trusts
  • Top Tax Tips for Making Divorce Less Taxing
  • Basis Step-Up and Tax Issues in Elder Care Planning
  • The Dollars and Cents of Estate Planning

This program will offer 9 CPE credit hours for certified public accountants, 9 CFP credit hours for certified financial planners, and 9 CLE credit hours for attorneys. There is a fee for attending this event. 

Click here to register for Part 1.

Click here to register for Part 2.