Levine Haddad & Gregory, LLC

Call Today for a Consultation
973-834-3820

Levine Haddad & Gregory, LLC

Call Today for a Consultation
973-834-3820

Levine Haddad & Gregory, LLC

973-834-3820

Unwavering Commitment to Quality

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

Areas Of Practice