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Estate Planning

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Estate Planning
IRS Program #:
CTEC #: 6257-CE-0218
CE: 2 IRS & 2 CTEC
Speaker: Parag Patel Esq.

This program will provide you with estate planning techniques that will allow you to assist your clients in developing or updating their estate plans. You will be able to assist your clients and their attorneys and provide valuable tax advice.

Learning Objectives:

  • Advise your clients to develop or update their estate plan.
  • Know the key documents needed in any estate plan.
  • Develop estate planning strategies to help your clients.
  • Review estate planning documents and advise on tax implications.


  • Parag P. Patel, Esq.

    PARAG P. PATEL, ESQ. is a tax attorney with the Patel Law Offices in Clark, New Jersey and Margate, Florida. Mr. Patel’s concentrates in tax, trust and estate planning.

    Mr. Patel’s expertise is in all stages of tax controversies including international tax law, foreign bank accounts and disclosures, tax audit defense, and tax appeals.

    Mr. Patel is a Board Certified Tax Lawyer, Board Certified Estate Planning Law Specialist, Board Certified Elder Law Attorney, and frequent speaker on legal issues affecting tax, foreign asset planning, and estate planning. Mr. Patel is a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. Mr. Patel has also received an AV Martindale-Hubbell rating, which is the highest professional rating possible among lawyers. Mr. Patel is the Chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. Mr. Patel is a graduate of Georgetown (J.D.) and New York University (LL.M tax) law schools. Mr. Patel is a member of the New Jersey State, New York State, Florida, Middlesex County, and American Bar Associations. Mr. Patel has offices in New Jersey, New York, and Florida.

November 8, 2023
Wed 3:00 PM EST

Duration 2H 0M

This live web event has ended.