92nd Semi-Annual Tax and Estate Planning Forum
Date: Dec 4, 2024 9:00 a.m. – 5:00 p.m.
Location: New Jersey Law Center, New Brunswick, and Online
Member Price: $195.00
Non-Member Price: $244.00
Section Price: $0.00
Areas of Law: Estate Law, Taxation
Earn up to 8.1 credits, including 1.2 in Ethics! (More Information)
Keynote
- Jordan S. Weitberg, Esq.
- Bressler, Amery & Ross, PC, Florham Park
Moderator
- John J. Miesowitz, Esq.
- Ventura Miesowitz Keough & Warner PC, Summit
- John L. Pritchard, Esq.
- Law Offices of John L. Pritchard, Esq., Union
Presenters
- Allison Clayton, Esq.
- Sherman Atlas Sylvester & Stamelman LLP, Florham Park
- Susan K. Dromsky-Reed, Esq.
- Brach Eichler LLC, Roseland
- Linda S. Ershow-Levenberg, Esq., CELA
- Fink Rosner Ershow-Levenberg Marinaro LLC, Clark
- Glenn A. Henkel, Esq., LL.M., CPA
- Kulzer & DiPadova PA, Haddonfield
- Christopher Kozlowski, Esq.
- Law Office of Christopher A. Kozlowski, Rahway
- Lauren S. Marinaro, Esq.
- Fink Rosner Ershow-Levenberg Marinaro LLC, Clarkis a Partner in Fink Rosner Ershow-Levenberg Marinaro, LLC in Clark, New Jersey, and focuses her practice in elder and disability law matters including estate planning, guardianship, Medicaid Asset preservation planning, Medicaid fair hearings, estate administration, and estate and fiduciary litigation. She has also been an Accredited Veterans Attorney (pension benefits).
Admitted to practice before the United States District Court for the District of New Jersey, Ms. Marinaro is Past Chair of the New Jersey State Bar Association Elder & Disability Law Section and has been President of the National Academy of Elder Law Attorneys New Jersey Chapter (NAELA-NJ). She is a member of NAELA’s Board of Directors and is Co-Chair of the NAELA Public Policy Steering Committee. She has lectured for ICLE, NAELA and at county and state bar events on topics including elder law case updates, New Jersey power of attorney issues, psychiatric advance directives and the Medicaid Global Options for Long-Term Care programs. She has also lectured on developments in Olmstead-related case law, mental health parity, and Medicaid home and community-based services for married couples at national conferences.
Ms. Marinaro received her B.A. and M.P.A.P. from Rutgers University, and her J.D. and LL.M. in Elder Law from the University of Kansas School of Law.
(9/23) - Jack F. Meola, Esq.
- EisnerAmper LLP, Iselin
- Gary A. Prince, Jr., Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- Stacey M. Valentine, Esq.
- Avelino Law, LLP, Florham Parkis a Partner in Avelino Law, LLP with offices in Summit, New Jersey, and New York City, and co-leads the Trusts and Estates Practice Group. With a practice encompassing all aspects of trusts and estates law, she handles income, estate, inheritance, gift, and generation-skipping transfer tax issues, and helps clients maximize the benefits of charitable giving. Ms. Valentine assists estate and trust beneficiaries and fiduciaries in enforcing their rights and adhering to their obligations in the event of a dispute, and serves as legal counsel to numerous financial institutions and corporate trustees, assisting those entities in the implementation of their fiduciary duty while addressing the risks inherent to the role of executor or trustee. She also advises clients in general corporate matters arising in closely-held family businesses and has experience working with individuals with special needs.
Ms. Valentine is admitted to practice in New Jersey and New York. She is a member of the New Jersey State, New York State and Morris County Bar Associations, and the Board of the Estate Planning Council of Northern New Jersey. She has also sat on the Board of the Women’s Association for the Morristown Medical Center and the Young Professionals Board of Eva’s Village.
Ms. Valentine received her B.A., magna cum laude, from Colgate University and her J.D., cum laude, from Washington & Lee University School of Law. - Leonard J. Witman, Esq.
- Witman Stadtmauer PA, Florham Park
Don’t fall behind. Register today!
Program Agenda:
- 9:00 | Introduction
- 9:05 | Keynote Presentation: Some experiences with the Uniform Trust Code and changes being discussed - Jordan S. Weitberg, Esq.
- 9:35 | Will drafting – 20 fine points - John L. Pritchard, Esq.
- 10:05 | Recent developments in special needs trusts and long-term care - Lauren S. Marinaro, Esq.
- 10:35 | Break
- 10:50 | The details of the 10-year distribution requirements for inherited retirement accounts and other surprises in the final regulations for SECURE Act 1.0 - Leonard J. Witman, Esq.
- 11:20 | Looking out over the 2025 federal estate tax cliff and other recent estate tax developments - Glenn A. Henkel, Esq., LL.M., CPA and Allison Clayton, Esq.
- 12:20 | Lunch
- 1:00 | The disability of an owner or partner: The often-neglected issue in buy-sell agreements and other succession planning - Linda S. Ershow-Levenberg, Esq., CELA
- 1:30 | Ethics one: Attorney ethics in the context of an estate planner’s joint representation of divorcing spouses - Stacey M. Valentine, Esq.
- 2:00 | Last second planning for the exemption drop - John J. Miesowitz, Esq.
- 2:30 | Break
- 2:45 | Estate planning with business entities and the consequences under the Corporate Transparency Act - Gary A. Prince, Jr., Esq.
- 3:15 | The issues in the drafting of a possible Electronic Wills Act for New Jersey - Susan K. Dromsky-Reed, Esq.
- 3:45 | The Corporate Transparency Act: Application to small businesses and the upcoming Jan. 1, 2025 filing deadline - Jack F. Meola, Esq.
- 4:15 | Ethics two: The responsibilities of the attorney for the alleged incapacitated person in a guardianship proceeding - Christopher Kozlowski, Esq.
- 5:00 | Adjourn
Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.
Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:
- The “My Links” section at the top of our website for in-person or online events
- Or, for online programs, the event access link included in your joining instructions
Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.
Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.
Media Consent:
By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.
Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/