TRUSTS AND ESTATES AND CASH BALANCE PLANS (CLE/CPE) – COMING SOON!

This class takes a look at estate planning techniques for the general practitioner and includes discussion of investing for retirement for both lawyers and their clients.

This course is appropriate for both newly admitted attorneys and experienced attorneys.
 

   

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Instructor(s):

Brad M. Jacobs, Esq.

Mr. Jacobs received his B.A. degree from The George Washington University in 1996 and his J.D. degree from Brooklyn Law School in 1999. Upon graduation from law school he joined…
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Mary S. Croly, Esq.

Mary S. Croly graduated with honors from Franklin & Marshall College in 1985 with a Bachelor's Degree in Accounting and Economics. She received her J.D. from the Temple School of…
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Daniel Liss EA, MSPA

Daniel Liss has been in the pension administration and actuarial field for 12 years. In 2009 he became an Enrolled Actuary, and in 2013 became the C.E.O. of Economic Group…
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PRACTICE AREA:

ACCREDITED STATES:NY