89th Semi-Annual Tax and Estate Planning Forum

Date: Jun 6, 2023 9:00 a.m. – 12:00 p.m.

Location: Online

Non-Member Price: $225

Event Code: I012723

Areas of Law: Estate Law, Taxation

Earn up to 8.1 credits! (More Information)

Faculty

Keynote

Nicholas A. Giuditta, III, Esq.
Vice President, Union County Bar Association
Nicholas A. Giuditta, III, Esq., Westfield

Moderator

John J. Miesowitz, Esq.
Ventura Miesowitz Keough & Warner PC, Summit
John L. Pritchard, Esq.
Law Offices of John L Pritchard, Esq., Union

Presenters

Dana A. Bennett, Esq.
Bennett Law LLC, Red Bank
Ronald L. Davison, Esq.
Starr Gern Davison & Rubin PC, Roseland
Richard Greenberg
Greenberg & Schulman
Samantha Heaton, Esq.
Kulzer & Dipadova, P.A., Haddonfield
Glenn A. Henkel, Esq.
Kulzer & DiPadova PA, Haddonfield
Gary A. Prince, Jr., Esq.
Mantell Prince & Reynolds PC, Basking Ridge
Regina M. Spielberg, Esq.
Schenck Price Smith & King LLP, Paramus
Timothy P. Terry, Esq.
Hartz Capital, Inc.
Stacey M. Valentine, Esq.
Avelino Law, LLP, Morristown
is 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

The 89th Semi-Annual Tax and Estate Planning Forum is back with the timely information you need. This is a definite can’t miss program for all Tax and Estate Planning practitioners and is sure to enhance any Tax and Estate Planning practice. The program is packed full of unique and interesting topics presented by some of New Jersey’s top lawyers in the field. Spend a day with your colleagues learning and networking, without getting bored. You’ll get the latest info and practice tips on what you need to know to better represent clients. You’ll walk away from this ever-popular program at the top of your Tax and Estate Planning game.


CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 8.1 hours of total CLE credit (Full Credits Available: NJ General: 8.1).

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Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/

 

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