2023 Estate Planning Summer Institute

Presenters

Robert I. Aufseeser, Esq.

Law Office of Robert Aufseeser LLC, East Brunswick

Daniela P. Catrocho, Esq.

Day Pitney LLP, Parsippany

Nicholas Dimakos, Esq.

Borteck & Czapek, P.C., Florham Park

Crystal W. Edwards, Esq.

Porzio Bromberg & Newman, PC, Morristown

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)

Richard Greenberg

Greenberg & Schulman

Susan M. Holzman, Esq.

Orloff Lowenbach Stifelman & Siegel, Morristown

Laura A. Kelly, Esq.

McCarter & English LLP, Newark

Jill Lebowitz, Esq

Coughlin Midlige & Garland, LLP, Morristown

Angela Titus McEwan, Esq.

Day Pitney LLP, Parsippany

Gary A. Prince, Jr., Esq.

Mantell Prince & Reynolds PC, Basking Ridge

Jonathan Schwartz, Esq.

Proskauer Rose LLP

Ryann Siclari, Esq.

Porzio Bromberg & Newman, PC, Morristown

Certified as an Elder Law Attorney by the ABA-accredited National Elder Law Foundation, is counsel to Porzio, Bromberg & Newman, P.C. in Morristown, New Jersey, where she concentrates her practice primarily in elder and disability law, including long-term care, government benefits planning and advocacy, estate and trust administration, and estate planning. She counsels the aging and disabled or their families regarding the goals of having sufficient health care coverage, the ability to age in place and preserving assets against possible long-term care costs.

Admitted to practice in New Jersey and Pennsylvania, and before the United States District Court for the District of New Jersey, Ms. Siclari is also a Veterans Administration Accredited Attorney. She is Past Chair of the New Jersey State Bar Association’s Elder Law Section, where she has also served as Roundtable and Legislative Coordinator, and is a former Trustee of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA). She has lectured on elder law topics to attorneys and community organizations.

Ms. Siclari received her B.A., magna cum laude, from the University of Alaska, Fairbanks, and her J.D., magna cum laude, from Widener University School of Law, where she was Styles Editor of The Delaware Journal of Corporate Law and the recipient of the Dean’s and Outstanding Service Awards. She received her LL.M. in Elder Law, with Distinction, from Stetson University College of Law.
(9/23)

Anita J. Siegel, Esq.

Siegel & Bergman LLC, Morristown

Tara Sinha, Esq.

Witman Stadtmauer PA, Florham Park

Jordan Weitberg, Esq

Bressler Weitberg, Short Hills

Leonard J. Witman, Esq.

Witman Stadtmauer PA, Florham Park