Our Attorney Lectures

Date | Presenter | Topic | Organization |
6/04/08 | John DeSantis | Basic Estate Planning | The Prudential Insurance Company of America |
6/10/08 | Gil Levine | Hot Topics in Estate Taxation | UBS |
6/10/08 | John DeSantis | Income Taxation of Trusts and Estates | Lorman Education Services |
6/17/08 | John DeSantis | The Medicaid Rules Made Easy | Marjess Lectures, Inc. |
6/19/08 | Gil Levine | Hot Topics in Estate Planning | Sagemark Consulting |
06/24/08 | Gil Levine | New Jersey Transfer Taxes | Sagemark Consulting |
7/9/08 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | David Lerner Associates, Inc. |
7/30/08 | John DeSantis | Income Taxation of Trusts and Estates | Lorman Education Services |
8/04/08 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | Emerald Financial Resources |
8/15/08 | John DeSantis | Recent Developments in Taxation | Fazio, Mannuzza, Roche, Tankel, LaPilusa LLC |
8/19/08 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | David Lerner Associates, Inc. |
9/08/08 | John DeSantis | Understanding the New Minimum Required Distribution Rules | Emerald Financial Resources |
9/08/08 | Gil Levine | Ten Reasons To Plan Your Estate Now | UBS |
9/23/08 | John DeSantis | Dealing with S Corporation Built-In Gains Tax | Marjess Lectures, Inc. |
9/24/08 | Gil Levine | Elder Law Basics | Janney Montgomery Scott |
9/25/08 | John DeSantis | Dealing with S Corporation Built-In Gains Tax | Nisivoccia & Company LLP |
10/02/08 | Gil Levine | Estate Planning Essentials | Professional Economic Growth Group |
10/02/08 | John DeSantis | Business Planning | Emerald Financial Resources |
10/02/08 | John DeSantis | Basic Estate Planning | Emerald Financial Resources |
10/13/08 | John DeSantis | Planning With Life Insurance: Avoiding the Pitfalls | Emerald Financial Resources |
10/16/08 | John DeSantis | Basic Estate Planning | Emerald Financial Resources |
10/21/08 | John DeSantis | Built-In Gains Tax/FDIC | Marjess Lectures, Inc. |
10/24/08 | John DeSantis | Trusts and Trust Planning | Courses 4 CE |
10/24/08 | John DeSantis | The Responsibility of a Fiduciary | Courses 4 CE |
10/30/08 | John DeSantis | Recent Developments in Taxation | NJSCPA |
10/30/08 | John DeSantis | Built-In Gains Tax/FDIC | Nisivoccia & Company LLP |
11/11/08 | Gil Levine | Sophisticated Estate Planning | Smith Barney |
11/12/08 | Gil Levine | Basic Estate Planning | Lincoln Investment Planning |
11/17/08 | John DeSantis | Business Continuity Planning with Buy-Sell Agreements | Emerald Financial Resources |
12/01/08 | John DeSantis | Understanding the New Minimum Required Distribution Rules | David Lerner Associates, Inc. |
12/02/08 | John DeSantis | Basic Estate Planning | Emerald Financial Resources |
12/03/08 | Gil Levine | Estate Tax Alert | Sagemark Consulting |
12/06/08 | John DeSantis | Basic Estate Planning | David Lerner Associates, Inc. |
12/10/08 | Gil Levine | Gift Tax Return Preparation | Sagemark Consulting |
12/10/08 | Gil Levine | Nuts and Bolts of Gift Tax Planning Wachovia Securities | Wachovia Securities |
12/11/08 | John DeSantis | Maximizing the Use of Retirement Plan Money in Estate Planning | Nisivoccia & Company LLP |
12/19/08 | John DeSantis | Estate Tax Updates | New Jersey Society of CPAs – Hudson Chapter |
1/13/09 | John DeSantis | Income Taxation of Estates and Trusts I | Marjess Lectures, Inc. |
1/14/09 | John DeSantis | Understanding the New Minimum Required Distribution Rules | David Lerner Associates, Inc. |
1/22/09 | John DeSantis | Income Taxation of Estates and Trusts I | Nisivoccia & Company LLP |
2/10/09 | John DeSantis | Income Taxation of Estates and Trusts II | Marjess Lectures, Inc. |
2/11/09 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | The Prudential Insurance Company of America |
2/24/09 | Gil Levine | Secure Your Legacy | Morgan Stanley |
3/10/09 | Gil Levine | Broker Seminar | UBS |
3/18/09 | John DeSantis | Understanding the New Minimum Required Distribution Rules | The Prudential Insurance Company of America |
4/01/09 | John DeSantis | Basic Estate Planning | Merrill Lynch Wealth Management |
4/02/09 | John DeSantis | Planning With Life Insurance | David Lerner Associates, Inc. |
4/15/09 | John DeSantis | Planning With Life Insurance: Avoiding the Pitfalls | NAIFA |
4/21/09 | John DeSantis | The Generation-Skipping Transfer Tax Made Easy | Marjess Lectures, Inc. |
4/30/09 | Gil Levine | Basic Estate Planning | Emerald Financial |
5/06/09 | John DeSantis | Planning With Life Insurance: Avoiding the Pitfalls | The Prudential Insurance Company of America |
5/07/09 | John DeSantis | Basic Estate Planning | Emerald Financial Resources |
5/12/09 | John DeSantis | Planning with Life Insurance: Avoiding the Pitfalls | David Lerner Associates, Inc. |
5/19/09 | Gil Levine | Basic Estate Planning | Morgan Stanley |
5/20/09 | Gil Levine | Business Owner Seminar | Sagemark Consulting |
5/21/09 | Gil Levine | Planning for the Declining Client | Sagemark Consulting |
5/21/09 | John DeSantis | Income Taxation of Estates and Trusts II | Nisivoccia & Company LLP |
5/28/09 | Gil Levine | To Gift or Not to Gift | Sagemark Consulting |
6/10/09 | John DeSantis | Charitable Giving Trusts | The Prudential Insurance Company of America |
6/16/09 | John DeSantis | Medicaid Planning: Five Traps for the Unwary | Marjess Lectures, Inc. |
6/17/09 | John DeSantis | Basic Estate Planning | Fidelity Investments |
6/24/09 | Gil Levine | Estate Planning Essentials | Morgan Stanley |
7/14/09 | John DeSantis | Basic Estate Planning | The Prudential Insurance Company of America |
7/16/09 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | Wells Fargo |
7/28/09 | John DeSantis | Preparing Audit Proof Gift Tax Returns and Understanding the Generation-Skipping Transfer Tax | Academy for Continuing Professional Education |
9/16/09 | Gil Levine
Patricia Markho |
New Jersey Death Tax A to Z | New Jersey ICLE |
9/16/09 | John DeSantis | Basic Estate Planning | Morgan Stanley |
9/17/09 | Gil Levine
Patricia Markho |
New Jersey Death Tax A to Z | Bergen Chapter of N J Society of CPA’s |
9/22/09 | John DeSantis | FLP’s Maximizing Your Client’s Success Against IRS Attack I | Marjess Lectures, Inc. |
9/24/09 | John DeSantis | FLP’s Maximizing Your Client’s Success Against IRS Attack I | Nisivoccia & Company LLP |
10/16/09 | John DeSantis | Basic Estate Planning | Emerald Financial Resources |
10/20/09 | John DeSantis | FLP’s Maximizing Your Client’s Success Against IRS Attack II | Marjess Lectures, Inc. |
10/21/09 | John DeSantis | Basic Estate Planning | Amper Financial |
10/22/09 | John DeSantis | FLP’s Maximizing Your Client’s Success Against IRS Attack II | Nisivoccia & Company LLP |
11/14/09 | Gil Levine | 2009 Estate and Gift Tax Update | Bergen Chapter of N J Society of CPA’s |
12/04/09 | John DeSantis | Trust and Trust Planning | Courses 4 CE |
12/04/09 | John DeSantis | The Responsibility of a Fiduciary | Courses 4 CE |
12/08/09 | John DeSantis | Accounting Methods – General Principles | Marjess Lectures, Inc. |
12/14/09 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | Financial Principles, LLC |
12/16/09 | Gil Levine
Patricia Markho |
New Jersey Death Tax Return Preparation | New Jersey ICLE |
12/17/09 | Gil Levine
Patricia Markho |
New Jersey Death Tax Return Preparation | New Jersey ICLE |
12/17/09 | John DeSantis | Planning With Life Insurance | Nisivoccia & Company LLP |
1/12/10 | John DeSantis | Planning With Life Insurance | Marjess Lectures, Inc. |
1/14/10 | John DeSantis | Five (5) Mistakes To Avoid When Preparing Gift Tax Returns | Nisivoccia & Company LLP |
1/18/10 | John DeSantis | IRA Options & Distributions | Emerald Financial Resources |
1/27/10 | John DeSantis | Planning for the Elderly – Avoiding the Five Pitfalls | LLI Advisory Group |
1/29/10 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | Bleakley, Schwartz, Cooney & Finney, LLC – Northwestern Mutual |
02/12/10 | John DeSantis | Understanding the New Minimum Required Distribution Rules | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
02/18/10 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
02/25/10 | John DeSantis | Understanding the New Minimum Required Distribution Rules | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
03/1/10 | John DeSantis | Nuts and Bolts of Gift Tax Planning | Emerald Financial Resources, Bridgewater, New Jersey |
03/4/10 | John DeSantis | Anatomy of a Will and Anatomy of Durable POA | Vogel Agency, South Orange (Courses 4CE) |
03/16/10 | John DeSantis | Understanding the Minimum Required Distribution Rules | Marjess Seminar Series |
03/22/10 | John DeSantis | Funding Buy-Sell Agreements With Life Insurance | Emerald Financial Resources, Bridgewater, New Jersey |
03/23/10 | John DeSantis | Planning With Life Insurance: Avoiding the Pitfalls | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
04/6/10 | Gil Levine | Planning Techniques to Maximize the Protection of Assets | Morgan Stanley Smith Barney Paramus, New Jersey |
04/7/10 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | The Olson Financial Group, Summit, New Jersey |
04/20/10 | John DeSantis | Estate Tax Repeal – Is it Real(?) | Marjess Seminar Series |
04/27/10 | John DeSantis | Funding Buy-Sell Agreements with Life Insurance | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
05/4/10 | Gil Levine | Estate Taxes and Planning In A Changing Environment | UBS Red Bank, New Jersey |
05/6/10 | John DeSantis | Understanding the New Minimum Required Distribution Rules | The Olson Financial Group, Morristown, New Jersey |
05/7/10 | John DeSantis | Legal Issues in the State of New Jersey | Vogel Agency, South Orange, New Jersey (Courses 4CE) |
05/18/10 | John DeSantis | Charitable Giving Trusts | David Lerner Associates, Inc. Princeton, New Jersey |
05/20/10 | John DeSantis | Estate Tax Repeal – Is it Real(?) | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
05/25/10 | John DeSantis | Estate Tax Repeal – Is it Real(?) | NJSCPAs – Roseland, New Jersey |
05/27/10 | John DeSantis | Charitable Giving Trusts | The Olson Financial Group, Morristown, New Jersey |
06/3/10 | Gil Levine | Estate Tax and Planning in an Uncertain Environment | SageMark Consulting Rochelle Park, New Jersey |
06/9/10 | John DeSantis | Planning With Life Insurance: Avoiding the Pitfalls | The Olson Financial Group, Morristown, New Jersey |
06/10/10 | Gil Levine | Gift Tax Returns A to Z and Avoiding Taxation of Life Insurance | SageMark Consulting Rochelle Park, New Jersey |
06/15/10 | Gil Levine | Estate Taxes and Planning in a Changing Environment | UBS Summit, New Jersey |
06/15/10 | John DeSantis | Succession Planning for Closely Held Businesses | Marjess Seminar Series |
06/16/10 | John DeSantis | Planning Techniques to Maximize the Protection of Assets | David Lerner Associates, Inc. Princeton, New Jersey |
06/22/10 | John DeSantis | Charitable Giving Trusts | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
07/7/10 | John DeSantis | Funding Buy-Sell Agreements with Life Insurance | The Olson Financial Group, Morristown, New Jersey |
07/16/10 | John DeSantis | Legal and Fiduciary Issues | Vogel Agency, South Orange, New Jersey (Courses 4CE) |
7/21/10 | Gil Levine | Charitable Remainder Trust | Wells Fargo Pompton Plains, New Jersey |
07/27/10 | John DeSantis | Avoiding the Nine Hidden Traps When Advising Your Client’s on Buy-Sell Agreements | ACPE |
08/31/10 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | The Olson Financial Group, Morristown, New Jersey |
9/16/10 | Gil Levine | The Building Blocks of Estate Planning | Morgan Stanley Smith Barney Paramus, New Jersey |
09/21/10 | John DeSantis | Grantor Trusts – The Good, the Bad and the Ugly | Marjess Seminar Series |
09/23/10 | John DeSantis | Understanding the New Minimum Required Distribution Rules | The Olson Financial Group, Morristown, New Jersey |
9/30/10 | Gil Levine | Insurance Trusts the CPA’s Requirements | Morgan Stanley Smith Barney Paramus, New Jersey |
09/30/10 | John DeSantis | Grantor Trusts – The Good, the Bad and the Ugly | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
10/5/10 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | Baypark Financial Group Short Hills, New Jersey |
10/14/10 | John DeSantis | Planning with Life Insurance: Avoiding the Pitfalls | The Olson Financial Group, Morristown, New Jersey |
10/19/10 | John DeSantis | Inherited Retirement Accounts – Beyond the Basics | Marjess Seminar Series |
10/26/10 | John DeSantis | Understanding the New Minimum Required Distribution Rules | Baypark Financial Group Short Hills, New Jersey |
10/28/10 | John DeSantis | Legal and Fiduciary Issues | Vogel Agency, South Orange, New Jersey (Courses 4CE) |
11/3/10 | Gil Levine | Insurance Trusts The CPA’s Requirements | Morgan Stanley Smith Barney Paramus, New Jersey |
11/4/10 | John DeSantis | Inherited Retirement Accounts – Beyond the Basics | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
11/17/10 | John DeSantis | Funding Buy-Sell Agreements With Life Insurance | The Olson Financial Group, Morristown, New Jersey |
11/30/10 | John DeSantis | Planning With Life Insurance: Avoiding the Pitfalls | Baypark Financial Group Short Hills, New Jersey |
12/2/10 | John DeSantis | Fixing What Is Broken – Post-Mortem Estate Planning | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
12/7/10 | Gil Levine | The CPA’s Obligation to Elderly Clients | SageMark Consulting Rochelle Park, New Jersey |
12/14/10 | Gil Levine | Resolving Critical Issues in Business Succession | SageMark Consulting Rochelle Park, New Jersey |
01/6/11 | John DeSantis | Business Continuity Planning With Buy-Sell Agreements | Baypark Financial Group Short Hills, New Jersey |
01/11/11 | John DeSantis | Fixing What Is Broken – Post-Mortem Estate Planning | Marjess Seminar Series |
01/13/11 | John DeSantis | Medicaid Planning: Five Traps for the Unwary | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
01/18/11 | John DeSantis | IRA Options and Distributions | The Olson Financial Group, Morristown, New Jersey |
02/8/11 | John DeSantis | Understanding the New Transfer Tax Laws | Marjess Seminar Series |
02/14/11 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | MetLife Wall, New Jersey |
2/15/11 | Gil Levine | The 2010 Tax Act | Morgan Stanley Smith Barney Paramus, New Jersey |
02/23/11 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | MetLife Paramus, New Jersey |
02/25/11 | John DeSantis | ?? | NJICLE |
3/1/11 | Gil Levine | The 2010 Tax Act | UBS Westfield, New Jersey |
03/7/11 | John DeSantis | The 2010 Tax Act | David Lerner Associates, Inc. Princeton, New Jersey |
03/8/11 | John DeSantis | Understanding the New Transfer Tax Laws | Marjess Seminar Series |
03/14/11 | John DeSantis | Understanding the New Minimum Required Distribution Rules | MetLife Wall, New Jersey |
03/15/11 | John DeSantis | The 2010 Tax Act | The Olson Financial Group, Morristown, New Jersey |
03/30/11 | John DeSantis | Understanding the New Minimum Required Distribution Rules | MetLife Paramus, New Jersey |
4/8/11 | Gil Levine | The 2010 Tax Act | Acorn Financial Services Livingston, New Jersey |
04/13/11 | John DeSantis | The 2010 Tax Act | Prudential East Hanover, New Jersey |
04/18/11 | John DeSantis | Planning With Life Insurance: Avoiding the Pitfalls | MetLife Paramus, New Jersey |
04/20/11 | John DeSantis | Planning With Life Insurance: Avoiding the Pitfalls | MetLife Wall, New Jersey |
05/16/11 | John DeSantis | The 2010 Tax Act | Emerald Financial Resources, Bridgewater, New Jersey |
05/19/11 | John DeSantis | The 2010 Tax Act | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
5/11/11 | Gil Levine | The 2010 Tax Act | Wells Fargo Rockaway, New Jersey |
05/24/11 | John DeSantis | Planning Techniques to Maximize the Protection of Assets | The Olson Financial Group, Morristown, New Jersey |
05/25/11 | John DeSantis | Planning Techniques to Maximize the Protection of Assets | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
05/25/11 | John DeSantis | The 2010 Tax Act | NJSCPAs Roseland, New Jersey |
06/8/11 | John DeSantis | Planning for the Elderly: Avoiding the Five Pitfalls | Prudential East Hanover, New Jersey |
06/10/11 | John DeSantis | Legal and Fiduciary Issues | Vogel Agency, South Orange, New Jersey (Courses 4CE) |
06/14/11 | John DeSantis | Hot Topics in Wealth Preservation | Marjess Seminar Series |
06/28/11 | John DeSantis | The 2010 Tax Act | Wells Fargo Advisors, LLC Warren, New Jersey |
07/6/11 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | MetLife Cranford, New Jersey |
07/12/11 | John DeSantis | Charitable Giving Trusts | Emerald Financial Resources, Bridgewater, New Jersey |
7/13/11 | Gil Levine | The Benefits of Life Insurance in Estate Planning | UBS Westfield, New Jersey |
07/19/11 | John DeSantis | The 2010 Tax Act | Stifel Nicolaus Florham Park, NJ |
08/1/11 | John DeSantis | Business Continuity Planning With Buy-Sell Agreements | MetLife Wall, New Jersey |
08/8/11 | John DeSantis | Business Continuity Planning With Buy-Sell Agreements | MetLife Paramus, New Jersey |
08/15/11 | John DeSantis | Understanding the New Minimum Required Distribution Rules | MetLife Cranford, New Jersey |
08/24/11 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | MetLife Piscataway, New Jersey |
08/29/11 | John DeSantis | Planning Techniques to Maximize the Protection of Assets | Strategic Wealth Group Roseland, New Jersey |
09/12/11 | John DeSantis | Charitable Giving Trusts | Strategic Wealth Group Roseland, New Jersey |
9/13/11 | Gil Levine | Estate and Gift Tax Aspects of the 2010 Tax Act | Schonbraun, Safris, McCann, Bekritsky Roseland, New Jersey |
09/20/11 | John DeSantis | Avoiding the Nine Hidden Traps When Advising your Client’s on Buy-Sell Agreements | Marjess Seminar Series |
09/21/11 | John DeSantis | The 2010 Tax Act | NAIFA |
09/28/11 | John DeSantis | Funding Buy-Sell Agreements With Life Insurance | MetLife Wall, New Jersey |
10/7/11 | John DeSantis | Income Taxation of Trusts and Estates | Lorman Education Services |
10/13/11 | John DeSantis | Avoiding the Nine Hidden Traps When Advising your Client’s on Buy-Sell Agreements | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
10/17/11 | John DeSantis | Nuts and Bolts of Gift Tax Planning | Strategic Wealth Group Roseland, New Jersey |
10/18/11 | John DeSantis | Planning With Life Insurance | Marjess Seminar Series |
10/19/11 | John DeSantis | Business Continuity Planning with Buy-Sell Agreements | Prudential East Hanover, New Jersey |
11/7/11 | John DeSantis | Planning Techniques for Business Succession | MetLife Paramus, New Jersey |
11/30/11 | John DeSantis | Income Taxation of Trusts and Estates | Lorman Education Services |
12/1/11 | Gil Levine | Estate Taxes Now | SageMark Consulting Rochelle Park, New Jersey |
12/6/11 | John DeSantis | Must-Know Estate Planning for Individuals Subject to New Jersey Estate/Inheritance Tax | Marjess Seminar Series |
12/7/11 | John DeSantis | Fixing What Is Broken – Post-Mortem Estate Planning | Prudential East Hanover, New Jersey |
12/8/11 | Gil Levine | New Jersey Death Taxes | SageMark Consulting Rochelle Park, New Jersey |
12/8/11 | John DeSantis | Must-Know Estate Planning for Individuals Subject to New Jersey Estate/Inheritance Tax | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
12/12/11 | John DeSantis | Planning for the Elderly: Avoiding the Five Pitfalls | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
12/14/11 | John DeSantis | Planning Techniques to Maximize the Protection of Assets | MetLife Wall, New Jersey |
12/21/11 | John DeSantis | Planning With Life Insurance: Avoiding the Pitfalls | MetLife Cranford, New Jersey |
12/22/11 | John DeSantis | Business Continuity Planning With Buy-Sell Agreements | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
01/10/12 | John DeSantis | 2012 Business Opportunity Checklist | Marjess Seminar Series |
01/11/12 | John DeSantis | The Benefits of Life Insurance in Estate Planning | Strategic Wealth Group Roseland, New Jersey |
01/12/12 | John DeSantis | 2012 Business Opportunity Checklist | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
01/19/12 | John DeSantis | Understanding the New Minimum Required Distribution Rules | Regent Atlantic Capital, LLC Morristown, New Jersey |
01/26/12 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | Barnum Financial Group Elmwood Park, New Jersey |
02/7/12 | John DeSantis | Understanding Section 121 and Intentionally Defective Income Trusts | Marjess Seminar Series |
02/21/12 | John DeSantis | Understanding the Basics of Elder Law | MetLife Paramus, New Jersey |
02/29/12 | John DeSantis | Nuts and Bolts of Estate Planning and Using Qualified Plan Assets in Estate Planning | Prudential East Hanover, New Jersey |
03/6/12 | John DeSantis | Understanding Section 121 and Intentionally Defective Income Trusts II | Marjess Seminar Series |
03/14/12 | John DeSantis | Business Continuity Planning With Buy-Sell Agreements | MetLife Cranford, New Jersey |
03/15/12 | John DeSantis | The Benefits of Life Insurance in Estate Planning | Prudential East Hanover, New Jersey |
03/16/12 | John DeSantis | Nuts and Bolts of Gift Tax Planning | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
03/21/12 | John DeSantis | Understanding the Basics of Elder Law | MetLife Wall, New Jersey |
04/13/12 | John DeSantis | IRA Options & Distributions | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
04/17/12 | John DeSantis | Wealth Preservation Planning After the 2010 Tax Act | Marjess Seminar Series |
04/25/12 | John DeSantis | Understanding the Basics of Elder Law | Prudential East Hanover, New Jersey |
05/7/12 | John DeSantis | Planning for the Elderly: Avoiding the Five Pitfalls | Emerald Financial Resources, Bridgewater, New Jersey |
05/22/12 | John DeSantis | Nuts and Bolts of Estate Planning and Using Qualified Plan Assets in Estate Planning | The Olson Financial Group, Morristown, New Jersey |
05/23/12 | John DeSantis | Planning for the Elderly: Avoiding the Five Pitfalls | Strategic Wealth Group Roseland, New Jersey |
05/24/12 | John DeSantis | Understanding Section 121 and Intentionally Defective Income Trusts | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
06/6/12 | John DeSantis | Funding Buy-Sell Agreements With Life Insurance | Prudential East Hanover, New Jersey |
06/7/12 | John DeSantis | Understanding the New Minimum Required Distribution Rules | Prudential, Warren, New Jersey |
06/13/12 | John DeSantis | Planning Techniques to Maximize the Protection of Assets | MetLife Paramus, New Jersey |
06/27/12 | John DeSantis | Planning for the Elderly: Avoiding the Five Pitfalls | MetLife Cranford, New Jersey |
07/18/12 | John DeSantis | Planning Techniques for Business Succession | Prudential
East Hanover, New Jersey |
07/26/12 | John DeSantis | Planning for the Elderly: Avoiding the Five Pitfalls | David Lerner Associates, Inc.
Syosset, New York |
08/02/12 | John DeSantis | Buy-Sell Agreements | ATA Conference
Chicago, Illinois |
08/23/12 | John DeSantis | Wealth Preservation Planning After the 2002 New Jersey Estate Tax Act | Prudential
Warren, New Jersey |
08/29/12 | John DeSantis | Planning Techniques to Maximize the Protection of Assets | Prudential
East Hanover, New Jersey |
09/06/12 | John DeSantis | Using Qualified Plan Money in Estate Planning | Modera Wealth Management
Westwood, New Jersey |
09/18/12 | John DeSantis | Single Member LLCs | Marjess Seminar Series |
09/19/12 | John DeSantis | Preparing Gift Tax Returns (709s) | NJSCPAs – Roseland, New Jersey
Webinar |
09/21/12 | John DeSantis | Fixing What is Broken – Post Mortem Estate Planning | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
10/2/12 | John DeSantis | Understanding the New Minimum Required Distribution Rules | Regent Atlantic Capital LLC
Morristown, New Jersey |
10/12/12 | John DeSantis | IRA Options and Distributions | Strategic Wealth Group Roseland, New Jersey |
10/20/12 | John DeSantis | Understanding the New Minimum Required Distribution Rules | Levine Haddad & Gregory, LLC |
10/27/12 | John DeSantis | Nuts and Bolts of Estate Planning and Using Qualified Plan Assets in Estate Planning | Levine Haddad & Gregory, LLC |
11/15/12 | John DeSantis | Single Member LLCs | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
11/16/12 | John DeSantis | Planning Techniques for Business Succession | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
11/30/12 | John DeSantis | Income Taxation of Trusts and Estates | Lorman Education Services |
12/04/12 | John DeSantis | Income Taxation of Estates and Trusts | Marjess Seminar Series |
12/06/12 | John DeSantis | Single Member LLCs II | Marjess Seminar Series at Nisivoccia LLP (Mt. Arlington, NJ) |
06/13/13 | John DeSantis | Basic Estate Planning | Thompson & Thompson Consulting, Inc.
Biagio’s – Paramus, NJ |
06/22/13 | John DeSantis | Understanding the Basics of Elder Law | Bleakley, Schwartz, Cooney and Finney LLC, Fairfield, New Jersey |
01/8/13 | John DeSantis | Income Taxation of Estates and Trusts II | Marjess Seminar Series |