91st Semi-Annual Tax and Estate Planning Forum

Date: Jun 5, 2024 9:00 a.m. – 5:00 p.m.

Location: New Jersey Law Center, and Online

Member Price: $195

Non-Member Price: $244

Event Code: I012724

Areas of Law: Estate Law, Taxation

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



Andrew J. DeMaio, Esq.
of Counsel, Wilentz Goldman & Spitzer, P.A., Red Bank


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


Lisa Ann Adams
Dakota Plains Legal Services, Rapid City
Dana A. Bennett, Esq.
Bennett Law LLC, Red Bank
Eric A. Carosia, Esq.
Berkowitz Lichtstein Kuritsky Giasullo & Gross LLC, Roseland
Samantha Heaton, Esq.
Kulzer & Dipadova, P.A., Haddonfield
Glenn A. Henkel, Esq., LL.M., CPA
Kulzer & DiPadova PA, Haddonfield
Rachel B. Ianieri, Esq.
Rachel B. Ianieri, Esq., Havertown
Jack F. Meola, Esq.
EisnerAmper LLP, Iselin
Gary A. Prince, Jr., Esq.
Mantell Prince & Reynolds PC, Basking Ridge
Frederick K. Schoenbrodt, II, Esq.
Bressler Amery & Ross PC, Florham Park
Sheryl J. Seiden, Esq.
NJSBA Board of Trustees
Seiden Family Law, LLC, Cranford
is the founding Partner of Seiden Family Law, LLC in Cranford, New Jersey. She is a seasoned matrimonial lawyer, having practiced family law exclusively since January 2000. Prior to forming Seiden Family Law, Ms. Seiden was a Partner at a boutique law firm in Summit, where she practiced family law for thirteen years.

Admitted to practice in New Jersey and New York, Ms. Seiden is Past Chair of the Family Law Section Executive Committee (“FLEC”) of the New Jersey State Bar Association and a Trustee of the Association. She is a past Co-Chair of the Young Lawyer Family Law Subcommittee for FLEC, and has been a member of FLEC since 2008. An officer and Fellow of the American Academy of Matrimonial Lawyers– New Jersey Chapter (“AAML-NJ”), Ms. Seiden has served on the Board of Managers for several years and is slated to be sworn in as the President of AAML-NJ in June 2024. She is also a member of the Union and Essex County Bar Associations. In November 2014 Ms. Seiden argued as amicus curiae for AAML in Gnall v Gnall before the Supreme Court of New Jersey. She has been an Early Settlement Panelist for the Superior Court of New Jersey, Chancery Division, Family Part, Union County, and has been asked to serve as a blue-ribbon panelist on several occasions by the Early Settlement Panel for the Superior Court of New Jersey, Chancery Division, Family Part, Essex County.

Ms. Seiden has moderated and spoken on many panels for the Family Law Symposium on topics involving creative support awards, child support, emancipation and special needs trusts, alimony issues, legislative issues affecting family law, and reexamining relocation laws. She has also been a speaker at the Friday night program for the Family Law Symposium on several occasions. Ms. Seiden is co-author of Marriage, Divorce and Dissolution (Gann Publishing, 2019, now in its 3rd Edition). She often lectures and educates junior lawyers and paralegals on how to prepare Case Information Statements, and has also lectured on the relocation laws in New Jersey as well as parental alienation.

Ms. Seiden received her B.A., cum laude, from American University and is a magna cum laude graduate of New York Law School, where she served as the Managing Editor of the New York Law School Law Review.
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 91st Semi-Annual Tax and Estate Planning Forum is a definite can’t-miss program for all Tax and Estate Planning practitioners. 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 to better represent clients. You’ll walk away from this ever-popular program at the top of your Tax and Estate Planning game.

Don’t fall behind.  Register today!    

Topics include:

  • 9:00 | Announcements
  • 9:05 | Featured Presentation: Beyond Paper: Remote Notarization and Electronic Estate Planning Documents - Andrew J. DeMaio, Esq.
  • 9:35 | Ethics: The Common Representation of Spouses in Estate Planning: From A. v. B. v. Hill Wallack to the Inapplicability of a Presumption of Undue Influence and More - Stacey M. Valentine, Esq.
  • 10:05 | The Death of a Spouse During the Pendency of a Divorce Action, and the Resolution of the Problems in Carr v. Carr via the New N.J.S.A. 3B:5-3(d), N.J.S.A. 3B:8-1 and N.J.S.A. 2A:34-23(h)(2) - Sheryl J. Seiden, Esq.
  • 10:35 | Break
  • 10:50 | Why Doesn’t Your 14-Year-Old Have a Roth IRA? And Other Retirement Issues - Leonard J. Witman, Esq.
  • 11:20 | Recent Estate Tax Developments - Samantha Heaton, Esq. and Glenn A. Henkel, Esq.
  • 12:20 | Lunch
  • 1:00 | Tax Issues in the Representation of the Buyers and Sellers of a Small Business: Real Estate, Equipment, Intangibles, and Consulting Fees - Gary A. Prince, Jr., Esq.
  • 1:30 | Declaratory Judgment Actions in Probate Part of Superior Court per N.J.S.A. 2A:16-55, and Requests for Court Instructions to the Fiduciary per Court Rule 4:95-2 - John L. Pritchard, Esq.
  • 2:00 | Estate Planning Issues for Modest Estates - John J. Miesowitz, Esq.
  • 2:30 | Break
  • 2:45 | An Overview of the Tax Benefits of Various Charitable Gift Options - Dana A. Bennett, Esq.
  • 3:15 | Ethics: Attorney Malpractice Issues in Estate Planning - Eric A. Carosia, Esq.
  • 3:45 | Landmines in the Joint Ownership of Property by Transnational Couples - Frederick K. Schoenbrodt, II, Esq.
  • 4:15 | Report from South Dakota: Asset Protection Trusts and Estate Planning for Native Americans - Lisa A. Adams, 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.

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.

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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/



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