89th Semi-Annual Tax and Estate Planning Forum
Date: Jun 6, 2023 9:00 a.m. – 12:00 p.m.
Location: Online
Member Price: $0.00
Non-Member Price: $225.00
Section Price: $0.00
Areas of Law: Estate Law, Taxation
Earn up to 8.1 credits! (More Information)
Keynote
- Nicholas A. Giuditta, III, Esq.
- Giuditta Law, 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., LL.M., CPA
- 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, 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
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.
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Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/