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News , Speaking Engagements

Matthew Rheingold And Adam Sandler To Speak At The Complete Trust Course

October 3, 2019

On November 7, 2019, Matthew S. Rheingold and Adam Sandler will be speaking at The Complete Trust Course at the Doubletree by Hilton Somerset.  The course will explain estate, gift, and GST rates and exemptions; help you to understand the purposes and features of a variety of trusts; discuss irrevocable trusts and related issues; evaluate the advantages and disadvantages of revocable trusts; explain how to utilize trusts to protect the assets of seniors and the disabled and use a trust as an IRA plan beneficiary.

The program has been approved for the following continuing education credits:

8.0 CPE Hours
8.0 New Jersey CLE Hours
8.0 New York CLE Hours
Certified Financial Planners
8.0 CE Hours
IRS Enrolled Agents and
Other Tax Return Preparers
8.0 CE Hours

Click here for more information.

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