90th Semi-Annual Tax and Estate Planning Forum

Date: Dec 6, 2023 9:00 a.m. – 5:00 p.m.

Location: New Jersey Law Center, New Brunswick and Online

Member Price: $188

Non-Member Price: $235

Event Code: I0127232

Areas of Law: Estate Law

Earn up to 8.1 credits, including 1.2 in Ethics! (More Information)



Shirley B. Whitenack, Esq.
Schenck Price Smith & King, LLP, Florham Park


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


Eric A. Carosia, Esq.
Berkowitz Lichtstein Kuritsky Giasullo & Gross LLC, Roseland
Richard H. Greenberg, Esq.
Past Chair, Real Property, Trust and Estate Law Section, New JerseySBA
Greenberg & Schulman, Monroe
Glenn A. Henkel, Esq., LL.M., CPA
Kulzer & DiPadova PA, Haddonfield
Jack F. Meola, Esq.
EisnerAmper LLP, Iselin
Gary A. Prince, Jr., Esq.
Mantell Prince & Reynolds PC, Basking Ridge
Timothy P. Terry, Esq.
Sonnenschein Nath & Rosenthal LLP, Short Hills
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.
Kenneth A. Vercammen, Esq.
Kenneth Vercammen & Associates, PC, Edison
Leonard J. Witman, Esq.
Witman Stadtmauer PA, Florham Park
Amanda Claire Wolfe, Esq.
Post Polak, Roseland

The 90th 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. The program is packed with 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. You’ll get the latest info and practice tips on what you need to know to better represent clients. Being a part of the day means you will walk away at the top of your tax and estate planning game.      

Program Agenda:

  • 9:00 | Announcements
  • 9:05 | Keynote Presentation: Protecting Elderly Clients from Undue Influence - Shirley B. Whitenack, Esq.
  • 9:35 | The Ethics of Client Relationships and Development - Kenneth A. Vercammen, Esq.
  • 10:05 | The Selection of Professional Fiduciaries or Attorneys as Executors or Trustees - Stacey M. Valentine, Esq.
  • 10:35 | Break
  • 10:50 | When and How Should I Convert my IRA to a Roth IRA - Leonard J. Witman, Esq.
  • 11:20 | Recent Estate Tax Developments - Richard H. Greenberg, Esq.; Glenn A. Henkel, Esq.
  • 12:20 | Lunch
  • 1:00 | The Challenges of Gifting or Bequeathing a Family Business to One or More Children and Equalizing the Others - Gary A. Prince, Jr., Esq.
  • 1:30 | A Spelunker's Guide to Title 3B of the New Jersey Statutes, Part Two - John L. Pritchard, Esq.
  • 2:00 | Practical Decanting - John J. Miesowitz, Esq.
  • 2:30 | Break
  • 2:45 | Family Offices for Estate Planning and Unified Financial Management - Timothy P. Terry, Esq.
  • 3:15 | The Mediation of Estate Litigation Matters - Eric A. Carosia, Esq.
  • 3:45 | Ethical Issues in the Representation of the AIP in Guardianship Matters - Amanda Claire Wolfe, Esq.
  • 4:15 | The Corporate Transparency Act - Jack F. Meola, Esq.
  • 5:00 | Adjourn

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, including 1.2 in Ethics (Full Credits Available: CPE Professional Ethics: 1.0, CPE Taxation: 6.5, NJ Ethics: 1.2, NJ General: 6.9).
NY CLE (t&nt):NY Ethics Non-Transitional: 1.0, NY Professional Practice Non-Transitional: 6.5
PA CLE:PA Ethics Credit: 1.0, PA Substantive Credit: 5.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

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.

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



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