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Jersey Shore: Why New Jersey’s New Estate Tax Laws are Difficult To Follow

Recorded: March 13, 2017
Presented by Victor J. Medina, JD, CFP, Medina Law Group

Duration: 45 minutes

In November 2016, New Jersey revamped its estate tax laws in an effort to make it a more friendly state to stay in post-retirement. This presentation will highlight those laws that were changed, and why New Jersey may be considered a complicated state for estate and elder law planning.

Topics Covered in Jersey Shore: Why New Jersey’s New Estate Tax Laws are Difficult To Follow: 

  1. Transportation Fund & Sales Tax
  2. Retirement Income Tax
  3. NJ Estate Tax Exemption
  4. Estate Tax/ Inheritance Tax Revenue
  5. Tax Lien
  6. Planning Strategies
    • Strategy #1: Don’t Die Until Next Year
    • Strategy #2: Establish Domicile in “Not-New-Jersey
    • Strategy #3: Use Revocable Living Trusts
    • Strategy #4: Encourage Life Insurance
    • Strategy #5: Pro-active Income Tax Planning
  7. ElderDocx Drafting Tips
  8. NJ State-Specific Page
  9. Online Discussion Groups
  10. Questions

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