Ultra-High Net Worth Planning Forum

Presenters

Thomas A. Tietz, Esq.

Shenkman Law, PC, Fort Lee

Joseph Matina

UBS, Matina Group, Short Hills

Cynthia L. Jones, CFA

DLA, LLC, Shrewsbury

Erin Ardleigh

Dynama Insurance, New York

Paul Gallagher

NFP P&C Private Client Group, Morristown

Christopher McKenna

Senior Vice President–Wealth Management, UBS, Matina Group, Short Hills

Anthony Fernandez, Esq.

J.P. Morgan, Summit

Michele Fine, CFP

J.P. Morgan, Summit

Andrew C. Egan, Esq.

Bressler Amery & Ross PC, Florham Park

Joy Matak, Esq.

Avelino Law, LLP, Florham Park

A. Jude Avelino, Esq.

Avelino Law, LLP, Morristown

is Managing Partner of Avelino Law, LLP in Summit, New Jersey, where he is the leader of the firm’s Estate Planning and Corporate Departments. His experience in these areas has led to a diversified client base ranging from closely-held businesses to individuals and families and a diverse blend of charitable organizations. He has particular skill and experience in navigating complex wealth retention issues in the context of estate planning, corporate and tax matters.

Admitted to practice in New York, New Jersey and Pennsylvania, and before the United States District Court for the District of New Jersey and the Southern and Eastern Districts of New York, Mr. Avelino is a member of the New York City and Northern New Jersey Estate Planning Councils, the Downtowners Association and the Summit Bar Association. He was Chair of the Board of Trustees of Overlook Hospital and formerly served on the Board of Trustees of Gilda’s Club, a charity developed in honor of the late comedienne Gilda Radner which assists cancer survivors and their families. He has been honored by Trial Lawyers Care for his pro bono work representing clients injured in the tragic events of September 11, 2001.

Mr. Avelino received his B.A. from Fordham University, his J.D. from Brooklyn Law School, and his LL.M. and Certificate in Estate Planning from Georgetown University Law Center.

Timothy M. Ferges, Esq.

McCarter & English, LLP, Newark

is a Partner in McCarter & English, LLP in the firm’s Newark, New Jersey, and New York City offices, where he concentrates his practice in trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. Mr. Ferges brings and defends breach of fiduciary duty claims and handles contested accounting proceedings, Will and trust construction matters, and other fiduciary disputes; and represents beneficiaries, individual fiduciaries, and large institutional trust companies as well as charitable and non-profit organizations in those disputes. He also counsels high-net-worth individuals and families in estate planning goals while integrating asset protection and minimizing exposure to income and transfer taxes.

Admitted to practice in New Jersey and New York, and before the United States District Court for the District of New Jersey, Mr. Ferges has been a member of the American Academy of Attorney—CPAs and the American Bar Association Section of Real Property, Trust and Estate Law, where he has served as Vice Chair of a committee in the Trust & Estates Litigation Group. He is a member of the Mid-Atlantic Fellows Institute of the American College of Trust & Estate Counsel (ACTEC) and the New Jersey State Bar Association Real Property, Trust and Estate Law Section and the New York State Bar Association’s Trusts and Estates Law Section, where he has served on the Estate Litigation Committee. In addition to being an attorney, he is also a Certified Public Accountant and a member of the Board of Trustees of the Springpoint Senior Living Foundation.

Mr. Ferges has lectured for ICLE, the National Business Institute and other organizations, and his articles have appeared in the New Jersey Law Journal and other publications. He is the recipient of several honors.

Mr. Ferges received his B.S. from Rutgers University; his M.B.A. from Rutgers Business School; his J.D. from Seton Hall University School of Law, where he served as Director of the Appellate Advocacy Moot Court Board and as a member of the Interscholastic Moot Court Board; and his LL.M. in Taxation from New York University School of Law. He was Law Clerk to the Honorable Walter Koprowski, Jr. and the Honorable Renee Jones Weeks, Probate Part, Chancery Division, Superior Court of New Jersey.
(8/23)

Crystal West Edwards, Esq., CELA

Porzio Bromberg & Newman, PC, Morristown